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Jason J Otis

Morgan Stanley

West Palm Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-06
TX RA APPROVED 2023-03-07
NY RA APPROVED 2023-02-21
  • FL RA
    APPROVED
    Since 2024-08-06
  • TX RA
    APPROVED
    Since 2023-03-07
  • NY RA
    APPROVED
    Since 2023-02-21

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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
Morgan Stanley West Palm Beach FL 08/2022 Present
Bowdoin College Brunswick ME 08/2018 05/2022
Saint Andrews School Boca Raton FL 08/2014 05/2018
  • 08/2022 → Present
    Morgan Stanley
    West Palm Beach, FL
  • 08/2018 → 05/2022
    Bowdoin College
    Brunswick, ME
  • 08/2014 → 05/2018
    Saint Andrews School
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
  • S66 Uniform Combined State Law Examination
    2023-02-21

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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