Jason Maetani, financial advisor El Segundo CA
90 score

Jason Maetani

CRD Number: 6100802
Current Firm: Morgan Stanley

Jason Maetani (CRD# 6100802) is an Investment Advisor Representative working at Morgan Stanley in El Segundo, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Long Beach, Ca, CA Jul 2012 - Current 4
City Of Los Angeles, Bureau Of Street Services Los Angeles, CA Jan 2011 - Jun 2012 1
California State University, Long Beach Long Beach, CA Jul 2007 - May 2012 4
Eve Hair, Inc. Paramount, CA Mar 2010 - Jan 2011 < 1
Cerritos High School Cerritos, CA Sep 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Jason M. Maetani
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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