Jason Ferree, financial advisor Tampa FL
89 score

Jason Ferree

CRD Number: 6270661
Current Firm: Morgan Stanley

Jason Ferree (CRD# 6270661) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Tampa FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Tampa FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Tampa FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Morgan Stanley Smith Barney Tampa, FL Sep 2014 - Current 2
Morgan Stanley Private Bank, N.a. Tampa, FL Sep 2014 - Current 2
Pnc Investments Indianapolis, IN Jun 2014 - Sep 2014 < 1
Pnc Bank, N.a. Indianapolis, IN Jun 2014 - Sep 2014 < 1
Pnc Investments Chicago, IL Nov 2013 - Jun 2014 < 1
Pnc Bank, N.a. Chicago, IL Nov 2013 - Jun 2014 < 1
Pnc Financial Services Chicago, IL Jun 2013 - Nov 2013 < 1
Total Quality Logistics Chicago, IL Feb 2013 - May 2013 < 1
Total Quality Logistics Austin, TX Mar 2012 - Feb 2013 < 1
Total Quality Logistics Chicago, IL Mar 2011 - Mar 2012 1
Unemployed Princeton, NJ Dec 2010 - Mar 2011 < 1
Student At Indiana University Bloomington, IN Aug 2006 - Dec 2010 4
Japanee Sushi Restaraunt Bloomington, IN Aug 2010 - Nov 2010 < 1
Kilroy's Sports Bar Bloomington, IN Jun 2010 - Sep 2010 < 1
Kilroy's Catering Co Bloomington, IN Jun 2010 - Aug 2010 < 1
Japanee Sushi Restaraunt Bloomington, IN Aug 2009 - Dec 2009 < 1
Princeton Day School Summer Programs Princeton, NJ May 2009 - Aug 2009 < 1
J. Goldman & Co LLC New York, NY May 2008 - Aug 2008 < 1
Princeton Day School Summer Programs Princeton, NJ May 2007 - Aug 2007 < 1
Abercrombie & Fitch Bridgewater, NJ Jun 2006 - Jul 2007 1
Princeton Day School Summer Programs Princeton, NJ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jason A. Ferree
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from Jason Ferree and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.