JV
JV

Jared Vance

6 Years of Experience
Rockville, MD
Broker

Jared Vance is a registered investment advisor at Morgan Stanley, based in Rockville, MD, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

702 King Farm Boulevard, Suite 500, Rockville, MD, 20850

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jared works as a contractor for IAABO Board 214 in Frederick County, a recreational organization, since January 2023. This activity, which involves labor and service, takes about 10-20% of his time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 11 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jared Vance - Financial Advisor | TrueAdvisor