Michael John Jaso

Employer firm

Eaton Vance Management CRD 104859

$97.0B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 01/2004 → 01/2019
  Scudder Idistributors, Inc.
  Chicago, IL
• 01/2019 → Present
  Eaton Vance Management
  Boston, MA
• 01/2019 → Present
  Eaton Vance Distributors, Inc.
  Boston, MA

Other Businesses

* 473777- Real Estate Investment related -No; Windermere, Florida; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: .5; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-01
• S63 Uniform Securities Agent State Law Examination
  2002-11-18