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Jason James Morski

MFS Institutional Advisors Inc.

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About Jason James Morski

Jason James Morski is a registered investment advisor representative with MFS Institutional Advisors Inc. Jason has been in the financial services industry since 2005 and is registered with the state of Massachusetts. Jason has experience with both investment advisory and brokerage services. Previously Jason has worked for NYLIFE DISTRIBUTORS LLC and LORD ABBETT DISTRIBUTOR LLC.

Firm Information

Jason Morski is currently registered with MFS Institutional Advisors Inc.. MFS Institutional Advisors Inc. is a Boston, MA-based investment advisor with over $128 billion in regulatory assets under management. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting and selection of other advisors. MFS Institutional Advisors Inc. primarily serves high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
MFS Institutional Advisors Inc.

111 HUNTINGTON AVENUE

BOSTON, MA 02199-7618

$128.52B

Assets Under Management

16

Total Clients

48

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Transfer pricing arrangements with affiliates

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Jason Morski’s Registration & Firm History

MA

07/21/2020 - Present

MFS Institutional Advisors Inc. (BOSTON MA)

TX

03/11/2011 - 01/28/2020

NYLIFE DISTRIBUTORS LLC (Dallas TX)

NJ

12/06/2004 - 03/04/2011

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 01/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason James Morski.
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