Jared GrecoCRD Number: 6027249
Current Firm: Morgan Stanley
Jared Greco (CRD# 6027249) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Current||3|
|Morgan Stanley||South Jordan, UT||Oct 2012 - Current||5|
|Pride Technology||Slc, UT||Feb 2012 - Oct 2012||< 1|
|Unemployed||Slc, UT||Oct 2011 - Feb 2012||< 1|
|American Express||Slc, UT||Aug 2011 - Oct 2011||< 1|
|Unemployed||Slc, UT||Feb 2011 - Aug 2011||< 1|
|John Thomas Financial||Nyc, UT||Dec 2010 - Feb 2011||< 1|
|Unemployed||Slc, UT||Sep 2010 - Dec 2010||< 1|
|Better Business Bureau||Slc, UT||Aug 2010 - Sep 2010||< 1|
|Unemployed||Slc, UT||Jul 2010 - Aug 2010||< 1|
|United First Financial||Slc, UT||Oct 2008 - Jul 2010||1|
|World Market||Slc, UT||Jun 2008 - Oct 2008||< 1|
|Home Depot||Slc, UT||Mar 2008 - Jun 2008||< 1|
|Unemployed||Slc, UT||Dec 2007 - Mar 2008||< 1|
|Fetzers||Slc, UT||Dec 2006 - Dec 2007||1|
|Ski N See||Slc, UT||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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 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
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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