Jason
Solomon

Morgan Stanley

CRD#5500108
Investment Advisor
in San Diego, CA
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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

Series 63

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

101 West Broadway
San Diego, CA 92101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

CA Average: $1,917,921

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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
  • Other

Jason Solomon Work History

Jason has 10 years of experience.

2011 - Present (8 years)

Morgan Stanley Private Bank, N.A

2011 - Present (8 years)

Morgan Stanley Smith Barney LLC

2009 - 2011 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2011 (3 years)

Bank Of America

2008 - 2011 (3 years)

Banc Of America Investment Services, Inc

Disclosures

Jason Solomon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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