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Jason D Traum

Morgan Stanley

New York, NY

CRD 7137066

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-19
CT RA APPROVED 2023-04-15
NY RA APPROVED 2023-04-15
  • TX RA
    APPROVED
    Since 2023-04-19
  • CT RA
    APPROVED
    Since 2023-04-15
  • NY RA
    APPROVED
    Since 2023-04-15

Branch Locations

750 Seventh Avenue, New York, NY 10019 • 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 New York NY 05/2022 Present
Guggenheim Partners New York NY 06/2020 04/2022
Goldman Sachs New York NY 05/2019 08/2019
Manikay Partners New York NY 07/2018 08/2018
Regeneron Pharmaceuticals Tarrytown NY 06/2017 08/2017
Brown University Providence RI 08/2017 05/2020
University Of Pennsylvania Philadelphia PA 08/2016 05/2017
Regeneron Pharmaceuticals New York NY 06/2016 08/2016
Hackley School Tarrytown NY 08/2012 06/2016
  • 05/2022 → Present
    Morgan Stanley
    New York, NY
  • 06/2020 → 04/2022
    Guggenheim Partners
    New York, NY
  • 05/2019 → 08/2019
    Goldman Sachs
    New York, NY
  • 07/2018 → 08/2018
    Manikay Partners
    New York, NY
  • 06/2017 → 08/2017
    Regeneron Pharmaceuticals
    Tarrytown, NY
  • 08/2017 → 05/2020
    Brown University
    Providence, RI
  • 08/2016 → 05/2017
    University Of Pennsylvania
    Philadelphia, PA
  • 06/2016 → 08/2016
    Regeneron Pharmaceuticals
    New York, NY
  • 08/2012 → 06/2016
    Hackley School
    Tarrytown, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-15
  • S66 Uniform Combined State Law Examination
    2023-04-15
Other Names
  • Jason Daniel Traum

View on SEC IAPD

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