Jason Espinal

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

• 05/2022 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hicksville, NY
• 10/2020 → 05/2022
  Bank Of America
  Copiague, NY
• 06/2018 → 09/2020
  Doordash
  Bay Shore, NY
• 10/2016 → 05/2018
  Suny Old Westbury
  Old Westbury, NY
• 08/2016 → 05/2020
  Suny College At Old Westbury
  Old Westbury, NY
• 05/2022 → 05/2025
  Bank Of America N.A.
  Hicksville, NY
• 07/2025 → Present
  Morgan Stanley
  Palm Harbor, FL

Previous Registrations

• 2022-09-07 → 2025-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hicksville, NY
  New York, NY
  Farmingdale, NY
  Huntington, NY
  Melville, NY
  Huntington Station, NY
  Northport, NY
  Deer Park, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-25