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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Degroodt is an investment advisor representative, registered with Morgan Stanley. Jason has been in the industry since December 2002. He has a broad range of experience, having previously worked at Citigroup Global Markets Inc. and Cal Fed Investments. Jason is licensed to offer investment advice in a number of states including California, Texas, Arizona, Colorado, Florida, Hawaii, Idaho, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Utah, Virginia, Washington and Wisconsin. Jason's primary office is located at 20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA 95014.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
12/03/2021 - Present
Morgan Stanley (Cupertino CA)
CA
09/30/2015 - 12/06/2021
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (LOS GATOS CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (WATSONVILLE CA)
CA
03/06/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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