Jaden Jeong, financial advisor Reston VA

Jaden Jeong

CRD Number: 7025114
Current Firm: Morgan Stanley

Jaden Jeong (CRD# 7025114) is an Investment Advisor Representative working at Morgan Stanley in Reston, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Reston, VA Oct 2021 - Current < 1
Freddie Mac Mclean, VA May 2020 - Aug 2021 1
Folio Investments, Inc. Mclean, VA Sep 2018 - Apr 2020 1
Andrews Federal Credit Union Springfield, VA Feb 2018 - Sep 2018 < 1
George Mason University Fairfax, VA Aug 2013 - May 2018 4
Nu Look Home Design Fairfax, VA Jul 2017 - Jan 2018 < 1
Seoul Taekwondo Academy Lorton, VA Jun 2015 - Dec 2017 2
Chipotle Springfield, VA Aug 2014 - Jun 2015 < 1
Gamasot Springfield, VA Jun 2014 - Jul 2014 < 1
South County High School Lorton, VA Sep 2008 - Jun 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jaden J. Jeong
Phone Number: 914-225-5510
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
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 investment companies (as well as "business development companies")
  • 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, WY

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