Jason R Lloyd

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

• 11/2012 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oxnard, CA
• 12/2012 → 12/2017
  Bank Of America, N.A.
  Oxnard, CA
• 12/2017 → 01/2024
  Wells Fargo Clearing Services, Llc
  Oxnard, CA
• 01/2024 → Present
  Morgan Stanley Smith Barney Llc
  Oxnard, CA
• 04/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-12-04 → 2024-01-25
  Wells Fargo Clearing Services, Llc
  Oxnard, CA
• 2012-11-30 → 2017-12-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oxnard, CA
• 2009-06-01 → 2012-12-11
  Morgan Stanley
  Oxnard, CA
  Oxnard, CA
• 2002-10-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Ventura, CA
  Oxnard, CA
• 1999-11-08 → 2002-10-22
  Ubs Financial Services Inc.
  Oxnard, CA

Other Businesses

THE GRAPESEED COMPANY, SEASIDE MAKERS COLLECTIVE / NON-INVESTMENT RELATED / CARPINTERIA, CA / 100% OWNERSHIP WITH SPOUSE / START 01-JULY-2018 / 0 HOURS DEVOTED MONTHLY / 0 DURING TRADING HOURS / CHECK SIGNER ONLY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-02
• S63 Uniform Securities Agent State Law Examination
  1999-10-22

Other Names

• Jason Lloyd