Jason AllenCRD Number: 5312831
Current Firm: Morgan Stanley
Jason Allen (CRD# 5312831) is an Investment Advisor Representative working at Morgan Stanley in Las Vegas, NV and has over 7 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||1|
|Morgan Stanley||Summerlin, NV||Dec 2012 - Current||3|
|Wells Fargo Advisors LLC||Las Vegas, NV||May 2009 - Dec 2012||3|
|Wachovia Securities||Las Vegas, NV||Mar 2009 - May 2009||< 1|
|Wachovia Securities||Las Vegas, NV||Mar 2007 - May 2009||2|
|A Performance Group||Las Vegas, NV||May 2008 - Feb 2009||< 1|
|Nik Inc.||Las Vegas, NV||Jan 2008 - May 2008||< 1|
|Allen Performance Group||N Las Vegas, NV||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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