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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 Bradley Meyer is a registered investment advisor with Morgan Stanley. Jason has been in the industry for 22 years and holds several licenses and certifications, including Series 7, Series 31, Series 63, Series 65, and Series 66. Jason has a wide range of experience working with various clients including high-net-worth individuals, businesses, institutions, and investment clubs. Jason has previously worked at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., McLaughlin, Piven, Vogel Securities, Inc., and Morgan Stanley & Co., Incorporated.
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
NJ
04/02/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
11/11/2010 - 04/17/2015
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NY
05/06/2008 - 11/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
02/02/2005 - 03/03/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/25/2002 - 02/02/2005
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
NY
11/07/2000 - 12/04/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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