Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason D. Whitney is a financial advisor with over 6 years of experience in the financial services industry. Jason D. Whitney is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Jason D. Whitney has passed the Series 7TO, SIE, and Series 66 exams. Jason D. Whitney is registered with the following states: Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Illinois, Indiana, Massachusetts, Michigan, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Vermont, Virginia, Washington, and Wisconsin. Jason D. Whitney is also registered with the Financial Industry Regulatory Authority (FINRA). Jason D. Whitney has worked with Tubular Labs Inc., Quantcast Corporation, Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Jason D. Whitney provides advisory services for a variety of clients, including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, banking or thrift institutions, and state or municipal government entities. Jason D. Whitney specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
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
01/24/2022 - Present
Morgan Stanley (San Francisco CA)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Whitney is the right advisor for you? Invested Better is here to help.
