Jason King Lammert

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

• 09/2016 → 05/2017
  Pomona College
  Claremont, CA
• 05/2017 → 06/2017
  Unemployed
  Orinda, CA
• 07/2017 → Present
  Morgan Stanley
  San Francisco, CA
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-05-25 → 2016-08-26
  Morgan Stanley
  San Francisco, CA

Other Businesses

Acalynics; Investment related; Orinda, CA; Tutoring Private Company; CEO; Apr/2016; During business hours: 0; After business hours: 2; Helps tutor middle and high school kids *535560 - Miramonte High School Swimming; Investment related: No; Orinda, California; Recreation; Assistant Swim Coach (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 12; Assistant Swim Coach *577712 - Miramonte High School Swimming ; Investment related - No ; Orinda,California ; Recreation ; Assistant Swim Coach(proprietor, partner, officer, director, employee, trustee, agent) ; 2/2024 ; During business hours : 0 ; After business hours : 12 ; Assistant Swim Coach *621627- Miramonte High School; Investment related: No; Orinda, California; Recreation; Coach (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 12; Coach

Exams

• S66 Uniform Combined State Law Examination
  2016-05-25