Jason P Lutsey

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

• 07/2011 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 07/2011 → 10/2021
  Bank Of America, N.A.
  Chandler, AZ
• 10/2021 → 05/2025
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2021 → 05/2025
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 09/2025 → Present
  Morgan Stanley
  Scottsdale, AZ
• 06/2025 → 08/2025
  Unemployed
  Queen Creek, AZ

Previous Registrations

• 2021-12-02 → 2025-06-07
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2011-10-17 → 2021-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2011-10-12
• S63 Uniform Securities Agent State Law Examination
  2008-11-07

Other Names

• Jason Lutsey
• Jason Phillip Lutsey