Jason W Jones

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  The Woodlands, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  The Woodlands, TX
  Albuquerque, NM
• 2000-09-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1. *419536 - Power of Attorney; Investment related Yes; The Woodlands, TX; March 2005; During business hours: 0; After business hours: 0. 2. *419592 - Estate; Investment related Yes; Bellaire, TX; July 2001; During business hours: 0; After business hours: 0. 3. *419534 - Estate; Investment related Yes; The Woodlands, TX; March 2005; During business hours: 0; After business hours: 0. 4. *424944 - Estate; Investment related - Yes; Bellaire, TX; Executor; 07/2009; During business hours: 0; After business hours: 0. *424948 - Estate; Investment related Yes; Bellaire, TX; July 2009; During business hours: 0; After business hours: 0.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-07