Jason L Jo

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

• 07/2000 → 11/2022
  Edward Jones
  St. Louis, MO
• 10/2022 → 07/2023
  Morgan Stanley Smith Barney Llc
  Tempe, AZ
• 10/2023 → Present
  Morgan Stanley Smith Barney Llc
  Gilbert, AZ
• 06/2024 → Present
  Morgan Stanley Smith Barney Llc
  Chandler, AZ

Previous Registrations

• 2022-11-15 → 2023-08-14
  Morgan Stanley
  Gilbert, AZ
  Tempe, AZ
  Tempe, AZ
• 2014-12-23 → 2022-11-04
  Edward Jones
  Tempe, AZ
  St Louis, MO
  St Louis, MO
  Tempe, AZ

Other Businesses

*572840 - Jo Properties LLC; Investment related - Yes; Gilbert, Arizona; Real Estate; Realtor (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 0; Real Estate Broker/Agent. *572989 - Rental Property; Investment related - Yes; Gilbert, Arizona; Rental Property, Landlord (proprietor, partner, officer, director, employee, trustee, agent), 03/2011; During business hours: 0; After business hours: 0, Landlord. Maintain property for tenant.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-13
• S63 Uniform Securities Agent State Law Examination
  2002-06-11