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Jason Sharpe

Morgan Stanley

Austin, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-16
  • TX RA
    APPROVED
    Since 2026-03-16

Branch Locations

8701 Bee Caves Road Suite 300, Austin, TX 78746 • 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. Austin TX 10/2015 03/2026
Morgan Stanley Smith Barney Llc Austin TX 03/2026 Present
Morgan Stanley Private Bank, N.A New York NY 04/2026 Present
  • 10/2015 → 03/2026
    Ubs Financial Services Inc.
    Austin, TX
  • 03/2026 → Present
    Morgan Stanley Smith Barney Llc
    Austin, TX
  • 04/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-16
S63 Uniform Securities Agent State Law Examination 2006-08-28
  • S66 Uniform Combined State Law Examination
    2015-12-16
  • S63 Uniform Securities Agent State Law Examination
    2006-08-28
Other Names
  • Jason R Sharpe

View on SEC IAPD

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AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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