Jason W Wolter

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

• 03/2015 → 06/2019
  J.P. Morgan Securities Llc
  White Plains, NJ
• 06/2019 → Present
  Morgan Stanley
  Greenwich, CT
• 08/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2015-03-06 → 2019-07-02
  J.P. Morgan Securities Llc
  White Plains, NY
• 2009-12-02 → 2015-03-31
  Deutsche Bank Securities Inc.
  Greenwich, CT
• 2007-09-26 → 2009-12-02
  Ubs Financial Services Inc.
  Stamford, CT
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  1998-10-30

Other Names

• Jason W Wolter
• Jason W Wolter