Jason Howard, financial advisor Oak Brook IL
90 score

Jason Howard

CRD Number: 6083391
Current Firm: Morgan Stanley

Jason Howard (CRD# 6083391) is an Investment Advisor Representative working at Morgan Stanley in Oak Brook, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Oak Brook, IL Jan 2016 - Current < 1
Morgan Stanley Private Bank, N.a. Oak Brook, IL Jan 2016 - Current < 1
Morgan Stanley Smith Barney LLC Purchase, NY Aug 2014 - Jan 2016 1
Morgan Stanley Private Bank, N.a. Purchase, NY Aug 2014 - Jan 2016 1
Morgan Stanley Smith Barney LLC Tampa, FL May 2013 - Aug 2014 1
Morgan Stanley Mount Kisco, NY May 2012 - May 2013 1
Unemployed Mount Vernon, NY Nov 2010 - May 2012 1
Stubhub/ebay New York, NY Sep 2005 - Nov 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jason Howard
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
  • IL
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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