Jason Brottman, financial advisor Jericho NY
93 score

Jason Brottman

CRD Number: 4634729
Current Firm: Morgan Stanley

Jason Brottman (CRD# 4634729) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Jericho, NY May 2014 - Current 2
Morgan Stanley Private Bank, N.a. Jericho, NY May 2014 - Current 2
Morgan Stanley Smith Barney LLC Garden City, NY May 2010 - May 2014 4
Morgan Stanley Private Bank, N.a. Garden City, NY May 2010 - May 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville, NY Oct 2009 - May 2010 < 1
Bank Of America, N.a. Melville, NY Jun 2009 - Oct 2009 < 1
Banc Of America Investment Services, Inc. Melville, NY Jun 2009 - Oct 2009 < 1
Unemployed Bay Shore, NY Apr 2009 - Jun 2009 < 1
Banc Of America Investment Services, Inc. Melville, NY Oct 2007 - Apr 2009 1
Bank Of America, N.a. Melville, NY Oct 2007 - Apr 2009 1
Hsbc Bank Usa Huntington, NY Aug 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Jason P. Brottman
Phone Number: 914-225-5510
Registered State(s):
  • NJ
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
93
Clean Record
This advisor has a clean track record with regulators.

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