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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 Fung is a registered representative with Morgan Stanley in San Francisco, California. Jason has been in the securities industry for over 20 years and has a diverse background in investment management. Prior to joining Morgan Stanley, Jason worked for RBC Capital Markets, LLC and RBC Capital Markets Corporation, both in San Francisco, California. Jason has a broad range of experience working with individuals, families, and institutions. Jason is committed to providing personalized financial advice and investment solutions to help 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
CA
07/01/2022 - Present
Morgan Stanley (San Francisco CA)
CA
03/29/2021 - 06/22/2022
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
02/10/2003 - 06/26/2008
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
NY
09/16/2002 - 02/11/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
01/11/2002 - 06/06/2002
EDGETRADE.COM, INC. (JERSEY CITY NJ)
BOTH
Issued 06/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
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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