Jason James Morski

Employer firm

Mfs Institutional Advisors Inc. CRD 107144

$114B regulatory AUM 16 advisory clients

Reported services (Item 5G)

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

• 02/2011 → 07/2020
  New York Life Insurance Company
  Dallas, TX
• 07/2020 → Present
  Mfs Fund Distributors, Inc.
  Boston, MA
• 07/2020 → Present
  Mfs Institutional Advisors Inc.
  Boston, MA

Previous Registrations

• 2011-03-11 → 2020-01-28
  New York Life Investment Management Llc
  New York, NY
  Dallas, TX
• 2005-01-18 → 2011-03-04
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2005-01-14