Jason O St. Claire

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
  San Jose, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Jose, CA
• 2007-01-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Jose, CA
• 1999-07-20 → 2007-02-06
  Ubs Financial Services Inc.
  San Jose, CA
  San Jose, CA

Other Businesses

RENTAL PROPERTY - LANLORD/OWNER- EFFECTIVE 06/2015 *443906- Trust; Investment related Yes; Santa Clara, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-09
• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Other Names

• Jason O Stclaire
• Jason O St Claire