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Jason Ly

Morgan Stanley

Jersey City, NJ

Jersey City, NJ

New York, NY

CRD 5717552

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-24
NY RA APPROVED 2021-06-16
CT RA APPROVED 2020-07-29
  • NJ RA
    APPROVED
    Since 2026-02-24
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2020-07-29

Branch Locations

Jersey City, NJ • United States

Harborside 2 200 Hudson Street, Suite 501, Jersey City, NJ 07311 • United States

1 New York Plaza, New York, NY 10004 • 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
Ubs Financial Services Inc. Weehawken NJ 10/2012 07/2020
Morgan Stanley New York NY 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-12
  • S66 Uniform Combined State Law Examination
    2010-11-12

View on SEC IAPD

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