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About this Advisor
Jason Solomon is an advisor located in San Diego, California. Currently an investment advisor at Morgan Stanley, they have accrued 10 years of professional experience as an investment advisor. Solomon maintains a Series 63 license, certifying them as a securities agent. Solomon is able to work with clients based out of Texas. The advisor has gained experience at Bank Of America, Banc Of America Investment Services, Inc, Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley Smith Barney LLC. Morgan Stanley is headquartered in San Diego, California, and operates out of 702 additional brick-and-mortar locations across the United States. Overall, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and retains more than 26,000 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Morgan Stanley offers 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 firm's fees may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Jason Solomon Work History
Jason has 10 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Banc Of America Investment Services, Inc
Jason Solomon has no disclosures.
Please visit their SEC profile for more details.