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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED | 2023-10-23 |
Branch Locations
201 Rohnert Park Expressway, Rohnert Park, CA 94928 • United States
2245 Mendocino Avenue, Santa Rosa, CA 95403 • United States
835 Fourth Street, 2Nd Floor, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Rosa | CA | 08/2011 | 02/2017 |
| Bank Of America, N.A. | Santa Rosa | CA | 08/2011 | 02/2017 |
| Morgan Stanley | Santa Rosa | CA | 02/2017 | 10/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2017 | 10/2023 |
| J.P. Morgan Securities Llc | Santa Rosa | CA | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Santa Rosa | CA | 10/2023 | Present |
| Jason Turner | Rohnert Park | CA | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2017 | Present |
Entity Name: Jason Turner Investment related: No Address: Private Residence Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: recreations game official/ Umpire
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-18 |
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