Jason Randolph Crowder

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 06/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-05-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Raleigh, NC
• 2001-12-31 → 2009-05-13
  Ubs Financial Services Inc.
  Raleigh, NC
  Raleigh, NC

Other Businesses

*435379- Trust; Investment related -Yes; Wilmington, North Carolina; Trust; Trust Protector; 06/2021; During business hours: 0; After business hours: 0.5;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-13
• S63 Uniform Securities Agent State Law Examination
  1999-04-29