Jason Kingsley Bleimeyer

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1. Blue Spruce Glen; Investment related - No; Private Company; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 0; After business hours:1 2.Global Wealth Management Institute; Investment related - No; Private Company; Instructor (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 0 3.*463545-EJDK LLC; Investment related Yes/No; Phoenix, Arizona; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 10; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-08
• S63 Uniform Securities Agent State Law Examination
  1995-02-02