Unclaimed
Jason Craig Henderson is an investment advisor representative registered with Morgan Stanley. Jason has been in the securities industry since 1993 and has been with Morgan Stanley since 2009. Jason has earned the Series 7, Series 31, Series 63 and Series 65 licenses. Jason has been registered in multiple states.
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
IA
06/01/2009 - Present
Morgan Stanley (West Des Moines IA)
IA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST DES MOINES IA)
IA
09/02/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WEST DES MOINES IA)
CA
12/19/2002 - 09/01/2004
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IL
03/22/2001 - 12/05/2002
AFD, INC. (NORTHBROOK IL)
NJ
12/22/2000 - 03/12/2001
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NY
12/21/2000 - 03/12/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
05/28/1998 - 10/04/2000
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IA
05/19/1997 - 05/08/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
08/24/1993 - 05/09/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1993
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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