Jason Adam Hantman

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-18
RI	RA	APPROVED	2022-03-17

TX RA
APPROVED

Since 2024-01-18
RI RA
APPROVED

Since 2022-03-17

Branch Locations

One Financial Plaza 19Th Floor, Providence, RI 02903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bank Of America, N.A.	Boston	MA	03/2004	02/2022
Morgan Stanley Smith Barney Llc	Providence	RI	02/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2022	Present

03/2004 → 02/2022

Bank Of America, N.A.

Boston, MA
02/2022 → Present

Morgan Stanley Smith Barney Llc

Providence, RI
03/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2003-10-21 → 2004-09-08

Columbia Management Advisors, Inc.

Yarmouthport, MA

Other Businesses

*614434 - Country Club of New Bedford; Investment related: No; N. Dartmouth, Massachusetts; Recreation, Restaurant/Bar/Nightclub; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 4; Supervisory, no check writing. A member of the board of Governors. Monthly board meetings off business hours, voting on any managerial issues that arise, participation on a committee such as Pro Shop or Greens. There are no investmentt assets and therefore no advice to be given.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-17
S65	Uniform Investment Adviser Law Examination	2003-10-15

S66 Uniform Combined State Law Examination

2022-03-17
S65 Uniform Investment Adviser Law Examination

2003-10-15

Other Names

Jason Adam Hantman
Jason A Hantman

View on SEC IAPD