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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 Torres is a financial advisor with Morgan Stanley. Jason has been in the industry since August 22, 2001. He has been registered with the state of Georgia since September 5, 2023 and Texas since October 2, 2023. Jason has a wide range of experience in the financial industry, having worked for E*TRADE SECURITIES LLC and E*TRADE CAPITAL MANAGEMENT LLC previously. Jason has passed numerous FINRA exams, including the Series 7, Series 63, Series 66, Series 3, Series 4, Series 9, Series 10, Series 24, Series 52TO and the SIE. He is registered to provide investment advice in both Georgia and Texas. Jason is a dedicated and experienced financial advisor who is committed to helping his clients achieve their financial goals.
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
GA
10/02/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
08/22/2001 - 06/03/2024
E*TRADE SECURITIES LLC (Alpharetta GA)
BOTH
Issued 06/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2001
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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