Jason James Morski
Investment adviser representative at MFS Institutional Advisors Inc.
15 yearsExperience
1 stateRegistered in
$113.6BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- MFS Institutional Advisors Inc.Jul 2020 to now
- MFS Fund Distributors, Inc.Jul 2020 to now
- New York Life Insurance CompanyFeb 2011 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
MFS Institutional Advisors Inc.
$113.6BAssets managed
13,555Clients
53Advisers
32 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
- 4869424
- Firm CRD
- 107144