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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 Frederick Berlinger is a registered representative and investment advisor representative with Morgan Stanley in Santa Monica, CA. Jason has been in the securities industry since September 6, 2000. Previously, Jason worked at CITIGROUP GLOBAL MARKETS INC. and BEAR, STEARNS & CO. INC.. Jason holds the following licenses: Series 66, Series 31, Series 7, and SIE. Jason has been registered with the state of California since June 1, 2009. Jason is also registered with the state of Texas. Jason has also been registered with other states, including Arizona, Colorado, District of Columbia, Florida, Hawaii, Illinois, Indiana, Louisiana, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Utah, Virginia, and Washington. Jason has a specialization in investment products, services, and markets. Jason is also a member of the board of directors of GROUP WURX INSURANCE, LTD.
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
03/11/2020 - Present
Morgan Stanley (Santa Monica CA)
CA
09/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
03/19/2001 - 09/27/2006
BEAR, STEARNS & CO. INC. (LOS ANGELES CA)
NY
09/07/2000 - 03/28/2001
UBS WARBURG LLC (NEW YORK NY)
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2000
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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