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Jason B Weissman

Morgan Stanley

Deerfield, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-22
TX RA APPROVED 2023-06-13
FL RA APPROVED 2023-03-03
  • IL RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2023-06-13
  • FL RA
    APPROVED
    Since 2023-03-03

Branch Locations

111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Deerfield IL 09/2021 Present
One Team Financial Group Tampa FL 02/2021 08/2021
Greenbridge Wealth Management Clearwater FL 08/2020 12/2020
The Cheesecake Factory Brandon FL 05/2021 08/2021
Vivint Smart Home Tampa FL 03/2019 02/2021
University Of South Florida Tampa FL 01/2019 05/2019
Lime Fresh Mexican Grill Boca Raton FL 04/2018 08/2018
Pei Wei Boca Raton FL 02/2015 01/2018
University Of South Florida Tampa FL 01/2018 Present
  • 09/2021 → Present
    Morgan Stanley
    Deerfield, IL
  • 02/2021 → 08/2021
    One Team Financial Group
    Tampa, FL
  • 08/2020 → 12/2020
    Greenbridge Wealth Management
    Clearwater, FL
  • 05/2021 → 08/2021
    The Cheesecake Factory
    Brandon, FL
  • 03/2019 → 02/2021
    Vivint Smart Home
    Tampa, FL
  • 01/2019 → 05/2019
    University Of South Florida
    Tampa, FL
  • 04/2018 → 08/2018
    Lime Fresh Mexican Grill
    Boca Raton, FL
  • 02/2015 → 01/2018
    Pei Wei
    Boca Raton, FL
  • 01/2018 → Present
    University Of South Florida
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-02
  • S66 Uniform Combined State Law Examination
    2023-03-02
Other Names
  • Jason Benjamin Weissman

View on SEC IAPD

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Other Offices

CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL
PARKSIDE INVESTMENTS, LLC · DEERFIELD, IL

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