Jason W Beck

Palm Beach Gardens, FL

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-18
FL	RA	APPROVED	2026-06-17

TX RA
APPROVED

Since 2026-06-18
FL RA
APPROVED

Since 2026-06-17

Branch Locations

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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

Organization	City	State	From	To
Credit Suisse Securities (Usa) Llc	New York	NY	07/2009	05/2021
Jefferies Llc	Miami	FL	05/2021	05/2024
Morgan Stanley	Palm Beach Gardens	FL	06/2026	Present
Unemployed	Boca Raton	FL	06/2024	11/2024
Cboe Global Markets	Boca Raton	FL	12/2024	05/2026
Morgan Stanley Private Bank, N.A	New York	NY	06/2026	Present

07/2009 → 05/2021

Credit Suisse Securities (Usa) Llc

New York, NY
05/2021 → 05/2024

Jefferies Llc

Miami, FL
06/2026 → Present

Morgan Stanley

Palm Beach Gardens, FL
06/2024 → 11/2024

Unemployed

Boca Raton, FL
12/2024 → 05/2026

Cboe Global Markets

Boca Raton, FL
06/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-04
S63	Uniform Securities Agent State Law Examination	2009-10-22

S66 Uniform Combined State Law Examination

2026-06-04
S63 Uniform Securities Agent State Law Examination

2009-10-22

View on SEC IAPD

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