Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Money is a financial advisor with Morgan Stanley. Jason has been in the financial industry for over 17 years. Jason holds Series 7, 63, and 66 licenses. Jason has been registered with Morgan Stanley since March 2023 and is licensed in 53 states and has been registered with E*TRADE SECURITIES LLC, TD AMERITRADE, INC., WELLS FARGO INVESTMENTS, LLC, and FIDELITY BROKERAGE SERVICES LLC previously. Jason has a wide range of experience in the financial industry and is committed to providing his clients with the best possible service. Jason is also a Registered Investment Advisor Representative with Morgan Stanley, and he has been registered with the Securities and Exchange Commission (SEC) since September 2023. Jason's specialties include investment planning, retirement planning, college savings, and estate planning. Jason is dedicated to providing personalized financial advice to individuals and families in the Sandy, UT area.
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
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
11/20/2017 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
NE
09/19/2017 - 11/08/2017
TD AMERITRADE, INC. (OMAHA NE)
CA
08/22/2002 - 11/26/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
RI
07/05/2001 - 08/28/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Money is the right advisor for you? Invested Better is here to help.
