Jason Halbrooks

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

• 06/2018 → 05/2019
  Edward Jones
  St Louis, MO
• 05/2017 → 08/2017
  Santander Consumer, Usa
  Dallas, TX
• 11/2015 → 05/2017
  Texas Christian University / Froggie 5-0
  Fort Worth, TX
• 01/2020 → 01/2021
  The Ayco Company, L.P. / Mercer Allied
  Dallas, TX
• 08/2014 → 05/2018
  Texas Christian University
  Fort Worth, TX
• 06/2019 → 12/2019
  Diamond J Pest Control
  Palmer, TX
• 01/2021 → 08/2023
  Goldman Sachs & Co. Llc
  Dallas, TX
• 08/2023 → 11/2025
  Ubs Financial Services, Inc.
  Dallas, TX
• 11/2025 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX

Previous Registrations

• 2023-08-25 → 2025-11-19
  Ubs Financial Services Inc.
  Dallas, TX
• 2020-02-11 → 2023-09-13
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX
  Irving, TX
• 2018-11-15 → 2019-05-09
  Edward Jones
  Ferris, TX
  St Louis, MO
  Colleyville, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-11-14

Other Names

• Jason Will Halbrooks
• Jason Halbrooks
• Jason W Halbrooks