Jason M Geisz

Current Employers

Employment History

• 02/2011 → 11/2021
  Morgan Stanley Smith Barney
  Bloomfield, MI
• 01/2015 → 11/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2021 → Present
  Sanctuary Wealth
  Bloomfield, MI

Previous Registrations

• 2011-02-11 → 2021-12-03
  Morgan Stanley
  Bloomfield Hills, MI
  Troy, MI
• 2010-06-14 → 2011-02-18
  Ubs Financial Services Inc.
  Troy, MI
  Troy, MI

Other Businesses

1) Name: (EP)Foundation of Michigan Position: Investment Committee Nature: (EP) Foundation of Michigan is a non-profit organization that assists persons and families that are affected by episodes. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 03/01/2023 Address: 25200 Telegraph Road Ste 110, Southfield MI 48033, United States Description: Sit on the investment committee to oversee organizational finance issues. 1. Select the appropriate Outside Business Activity to disclose: Memberships on boards and similar governing bodies - for profit and nonprofit organizations: - Name of Organization Portfolio Summits -Position: Advisory Board Member -Address 1: 27 East 28th St City: New York State: New York Zip: 10016 1.4. -Date of Affiliation: 09/06/2023 -Describe nature of organization: Portfolio Summits and RIA Summit is an organization that brings resources and knowledge sharing to RIA's and financial advisors around the country. They do regionally focused events to foster connections with advisors, asset managers, and deal makers. -Duties/Responsibilities: Sit on an Advisory Board with 6-9 others. Provide thoughts/direction on panel topics, structure of events, etc. -Hours per month devoted to this organization? 1 -Hours per month during trading hours devoted to this organization: 1 -Is this an investment-related activity? No 2) Name: Portfolio Summits Position: Advisory Board Member Nature: Portfolio Summits and RIA Summit is an organization that brings resources and knowledge sharing to RIA's and financial advisors around the country. They do regionally focused events to foster connections with advisors, asset managers, and deal makers. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 9/6/2023 Address: 27 East 28th St, New York NY 10016, United States Description: Sit on an Advisory Board with 6-9 others. Provide thoughts/direction on panel topics, structure of events, etc. 3) Name: National Small Business Association Position: Policy Committee Member Nature: NSBA focuses on the real issues that impact the small business community including tax policy, health care, access to capital, giving small business a fair share of government contracts, regulations and much more. Investment Related: No Hours: 6 Securities Trading Hours: 0 Start Date: 11/28/2023 Address: 1156 15th Street NW Ste 502, Washington DC 20005, United States Description: Part of my role would be to help develop our priorities by joining the policy committee: expanding expiring tax cuts / support robust small business contracting / rein in the cost of health care / improve access to capital / repeal the corporate transparency act / prevent IRS from targeting small business, etc

Exams

• S66 Uniform Combined State Law Examination
  2000-08-03

Designations