Jason Heath Van brunt
Investment adviser representative at Morgan Stanley
28 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jason Heath Van brunt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Morgan Stanley Private Bank, National AssociationJan 2015 to now
- Morgan StanleyJun 2009 to now
- Morgan Stanley Smith BarneyJun 2009 to now
- Citigroup Global Markets Inc.Jun 1998 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2458833
- Firm CRD
- 149777