Jason
Head
Morgan Stanley
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About this Advisor
Jason Head is a financial advisor based in Tuscaloosa, Alabama with 4 years of industry experience. Head currently works for Morgan Stanley. The advisor has gained experience at Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc, Uber, Morgan Stanley Private Bank, N.A, Morgan Stanley, Bbva Compass Insurance Agency Inc and Bbva Wealth Solutions Inc. Head holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama and Texas. Morgan Stanley is a business headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It oversees $1 trillion in total assets among its 2,233,188 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely vary depending on the services. However, fees charged by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Head Work History
Jason has been registered as a financial advisor for 4 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley
Uber
Bbva Wealth Solutions Inc
Bbva Securities Inc
Compass Bank
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Agency Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Head to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New York, NY
Billings, MT
Fort Lauderdale, FL
Garden City, NY
Baltimore, MD
New York, NY
Blue Bell, PA
Oakland, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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