Jason Halbrooks is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2025 - Present · 6 mos
Morgan Stanley
November 2025 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2023 - November 2025 · 2 yrs 3 mos
UBS Financial Services INC.
August 2023 - November 2025 · 2 yrs 3 mos
Goldman Sachs & CO. LLCBroker
January 2021 - September 2023 · 2 yrs 8 mos
Goldman Sachs Ayco Personal Financial Management
February 2020 - September 2023 · 3 yrs 7 mos
Mercer Allied Company, L.P.Broker
February 2020 - January 2021 · 11 mos
Edward Jones
November 2018 - May 2019 · 6 mos
Edward JonesBroker
August 2018 - May 2019 · 9 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.