Jason Andersen

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

• 11/2013 → 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

• S66 Uniform Combined State Law Examination
  2007-11-08

Designations

• Certified Financial Planner

Other Names

• Jason Andersen
• Jason Ryan Andersen