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Jason M Schultz

Morgan Stanley

Chicago, IL

Palos Heights, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-03-02
IL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-03-02
  • IL RA
    APPROVED
    Since 2009-06-01

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States

Palos Heights, IL • 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 Chicago IL 07/2015 Present
Morgan Stanley Private Bank, National Association Chicago IL 07/2015 Present
  • 07/2015 → Present
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 07/2015 → Present
    Morgan Stanley Private Bank, National Association
    Chicago, IL
Previous Registrations
  • 2007-04-16 → 2009-06-01
    Citigroup Global Markets Inc.
    Chicago, IL
  • 2006-11-10 → 2007-04-09
    Chase Investment Services Corp.
    Chicago, IL
  • 2005-10-26 → 2006-09-06
    Morgan Stanley Dw Inc.
    Orland Park, IL
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-25
  • S66 Uniform Combined State Law Examination
    2005-10-25

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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