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Jason Andersen

Morgan Stanley

Holladay, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
UT RA APPROVED 2026-02-05
  • TX RA
    APPROVED
    Since 2026-02-05
  • UT RA
    APPROVED
    Since 2026-02-05

Branch Locations

6510 South Millrock Drive Suite 100, Holladay, UT 84121 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Salt Lake City UT 11/2013 02/2026
Juan Diego Catholic High School Draper UT 02/2017 10/2024
Morgan Stanley Smith Barney Llc Holladay UT 02/2026 Present
Morgan Stanley Private Bank, N.A New York NY 03/2026 Present
  • 11/2013 → 02/2026
    J.P. Morgan Securities Llc
    Salt Lake City, UT
  • 02/2017 → 10/2024
    Juan Diego Catholic High School
    Draper, UT
  • 02/2026 → Present
    Morgan Stanley Smith Barney Llc
    Holladay, UT
  • 03/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2013-12-05 → 2026-02-06
    J.P. Morgan Securities Llc
    Salt Lake City, UT
    Salt Lake City, UT
    West Valley, UT
    Tooele, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Holladay, UT
    Salt Lake, UT
    Lehi, UT
    Cedar Hills, UT
    Saratoga Springs, UT
    Spanish Fork, UT
    Lindon, UT
    Salt Lake City, UT
    Lehi, UT
    Saratoga Springs, UT
    Lehi, UT
  • 2010-10-20 → 2013-11-29
    Key Investment Services Llc
    South Jordan, UT
    Denver, CO
    Murray, UT
  • 2009-06-01 → 2010-10-27
    Morgan Stanley
    Purchase, NY
    Salt Lake City, UT
  • 2009-05-20 → 2009-06-01
    Morgan Stanley & Co. Llc
    Salt Lake City, UT
  • 2007-11-14 → 2009-05-13
    Ubs Financial Services Inc.
    Salt Lake City, UT
    Weehawken, NJ
    South Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-08
  • S66 Uniform Combined State Law Examination
    2007-11-08
Designations
Other Names
  • Jason Andersen
  • Jason Ryan Andersen

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · HOLLADAY, UT
OSAIC WEALTH, INC. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
LPL FINANCIAL LLC · HOLLADAY, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
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