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Jason M Hicks

Mason Investment Advisory Services Inc

New Canaan, CT

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-08
  • VA RA
    APPROVED
    Since 2025-07-08

Branch Locations

New Canaan, CT • United States

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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
Prudential Insurance Company Of America El Segundo CA 12/2015 12/2018
Prudential Investment Management Services, Llc Irvine CA 12/2015 12/2018
Global Portfolio Strategies, Inc. Irvine CA 03/2016 12/2018
Morgan Stanley New York NY 01/2018 11/2021
Mason Investment Advisory Services, Inc. Reston VA 04/2025 Present
Willis Towers Watson Stamford CT 11/2021 04/2025
  • 12/2015 → 12/2018
    Prudential Insurance Company Of America
    El Segundo, CA
  • 12/2015 → 12/2018
    Prudential Investment Management Services, Llc
    Irvine, CA
  • 03/2016 → 12/2018
    Global Portfolio Strategies, Inc.
    Irvine, CA
  • 01/2018 → 11/2021
    Morgan Stanley
    New York, NY
  • 04/2025 → Present
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 11/2021 → 04/2025
    Willis Towers Watson
    Stamford, CT
Previous Registrations
  • 2019-01-24 → 2021-12-16
    Morgan Stanley
    New York, NY
  • 2016-03-16 → 2019-01-15
    Global Portfolio Strategies, Inc.
    Irvine, CA
    El Segundo, CA
    El Segundo, CA
  • 2012-05-02 → 2015-12-31
    Mullintbg Advisors
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-01
S63 Uniform Securities Agent State Law Examination 2010-03-05
  • S65 Uniform Investment Adviser Law Examination
    2012-05-01
  • S63 Uniform Securities Agent State Law Examination
    2010-03-05
Designations
Other Names
  • Jason Michael Hicks
  • Jason Hicks

View on SEC IAPD

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