Jason T Whited

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-03-10
CA	RA	APPROVED	2019-06-03

TX RA
APPROVED

Since 2020-03-10
CA RA
APPROVED

Since 2019-06-03

Branch Locations

300 Esplanade Drive 10Th Floor, Oxnard, CA 93036 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank	Ventura	CA	05/2011	10/2018
Jason Whited	Oxnard	CA	01/2017	Present
Morgan Stanley	Oxnard	CA	10/2018	Present
J.P. Morgan Securities Llc	Ventura	CA	10/2012	10/2018

05/2011 → 10/2018

Jpmorgan Chase Bank

Ventura, CA
01/2017 → Present

Jason Whited

Oxnard, CA
10/2018 → Present

Morgan Stanley

Oxnard, CA
10/2012 → 10/2018

J.P. Morgan Securities Llc

Ventura, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-03
S63	Uniform Securities Agent State Law Examination	2012-08-20

S65 Uniform Investment Adviser Law Examination

2019-06-03
S63 Uniform Securities Agent State Law Examination

2012-08-20

Other Names

Jason Tyler Whited

View on SEC IAPD