Jason Douglas Westmoreland

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

• 06/2022 → 02/2024
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2021 → 05/2022
  Clemson University
  Clemson, SC
• 06/2021 → 08/2021
  Bank Of America Corporation
  Charlotte, NC
• 05/2020 → 07/2020
  Home Depot
  Rock Hill, SC
• 05/2017 → 08/2017
  Swim Club Pool Management
  Charlotte, NC
• 05/2019 → 08/2019
  Us National White Water Center
  Charlotte, NC
• 05/2018 → 08/2018
  Swim Club Pool Management
  Fort Mill, SC
• 08/2014 → 05/2018
  Nation Ford High School
  Fort Mill, SC
• 08/2018 → 05/2022
  Clemson University
  Clemson, SC
• 02/2024 → Present
  Morgan Stanley
  Charlotte, NC

Previous Registrations

• 2022-08-24 → 2024-02-21
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

*584734 - Makarios Family LLC; Investment related Yes; Fort Mill, South Carolina; Investment/Finance/Banking, Other, Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19

Other Names

• Jason Douglas Westmoreland
• Jason Westmoreland