Jason R Conway

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 → 01/2018
  Scotia Capital (Usa) Inc
  New Orleans, LA
• 02/2019 → Present
  Morgan Stanley
  New Orleans, LA
• 04/2018 → 01/2019
  Standard Mortgage Corporation
  New Orleans, LA
• 03/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*497043 - Second Harvest Food Bank; Investment related No; New Orleans, Louisiana; Health and Welfare; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 2; Investment Decisions/Advice *539449 - New Orleans Country Club; Investment related No; New Orleans, Louisiana; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 2.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22
• S63 Uniform Securities Agent State Law Examination
  2003-09-04

Other Names

• Jason Randall Conway