Jason
Bothwell
Morgan Stanley
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About this Advisor
Jason Bothwell is a financial advisor based in Menlo Park, California, working with Morgan Stanley. Jason has previously held positions at E*Trade Capital Management LLC, Aflac, E*Trade Securities LLC, and Morgan Stanley. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Jason is part of Morgan Stanley, which operates out of Menlo Park, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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 Bothwell Work History
Morgan Stanley
Morgan Stanley
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
Aflac
Disclosures
Please visit the SEC profile of Jason Bothwell 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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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