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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-26
GA RA APPROVED 2025-04-17
TX RA APPROVED 2025-04-16
  • CA RA
    APPROVED
    Since 2025-05-26
  • GA RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

Woodstock, GA • United States

1400 Page Mill Road, Palo Alto, CA 94304 • 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
E*Trade Securities Llc Alpharetta GA 08/2018 01/2019
College/ University Of Georgia Athens GA 08/2013 05/2018
The Connection At Athens Athens GA 07/2017 08/2017
E*Trade Securities Llc Alpharetta GA 01/2019 06/2019
E*Trade Securities Llc Alpharetta GA 06/2019 02/2020
E*Trade Securities Llc Alpharetta GA 02/2020 06/2020
E*Trade Securities Llc Alpharetta GA 06/2020 09/2023
Morgan Stanley Palo Alto CA 09/2023 Present
  • 08/2018 → 01/2019
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2013 → 05/2018
    College/ University Of Georgia
    Athens, GA
  • 07/2017 → 08/2017
    The Connection At Athens
    Athens, GA
  • 01/2019 → 06/2019
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2019 → 02/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 06/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2020 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2023 → Present
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-16
S63 Uniform Securities Agent State Law Examination 2018-09-24
  • S65 Uniform Investment Adviser Law Examination
    2025-04-16
  • S63 Uniform Securities Agent State Law Examination
    2018-09-24
Other Names
  • Jason Barrett

View on SEC IAPD

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