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Jason A Welling

Morgan Stanley

Loveland, CO

CRD 6953986

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-07
TX RA APPROVED 2022-02-14
MD RA APPROVED 2021-11-23
  • CO RA
    APPROVED
    Since 2025-08-07
  • TX RA
    APPROVED
    Since 2022-02-14
  • MD RA
    APPROVED
    Since 2021-11-23

Branch Locations

6125 Sky Pond Drive, Loveland, CO 80538 • 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 Smith Barney Llc Baltimore MD 07/2021 11/2021
Morgan Stanley Smith Barney Llc Loveland CO 11/2021 Present
Morgan Stanley Private Bank, N.A. New York NY 12/2021 Present
River Hill High School Clarksville MD 08/2013 06/2017
Emory University Atlanta GA 08/2017 06/2021
  • 07/2021 → 11/2021
    Morgan Stanley Smith Barney Llc
    Baltimore, MD
  • 11/2021 → Present
    Morgan Stanley Smith Barney Llc
    Loveland, CO
  • 12/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2013 → 06/2017
    River Hill High School
    Clarksville, MD
  • 08/2017 → 06/2021
    Emory University
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-27
  • S66 Uniform Combined State Law Examination
    2021-10-27
Other Names
  • Jason Aric Welling

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

GENE LEE ELDER
ANDREW PAUL FLANSCHA
JEFFREY ALAN LOSH

Nearby Offices

THRIVENT INVESTMENT MANAGEMENT INC. · LOVELAND, CO
OSAIC WEALTH, INC. · Loveland, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Loveland, CO

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