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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 James Phillips is a financial advisor with Morgan Stanley, based in Wayzata, MN. Jason has been in the financial services industry since 1994 and is registered to provide investment advice in 53 states and the District of Columbia. Jason has a diverse range of experience, having previously worked at E*TRADE SECURITIES LLC and SCOTTRADE, INC. Jason holds Series 7, 63, 66, and 24 licenses. Jason's areas of specialization include asset allocation advice, financial planning, and portfolio management.
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
MN
09/05/2023 - Present
Morgan Stanley (Wayzata MN)
MN
07/30/2018 - 09/05/2023
E*TRADE SECURITIES LLC (BLOOMINGTON MN)
MN
06/17/1994 - 03/07/2018
SCOTTRADE, INC. (PLYMOUTH MN)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
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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