Jason Halbrooks
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered in
$2TFirm assets
17 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 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
12 years in the industry.
- Morgan StanleyNov 2025 to now
- Morgan Stanley Smith Barney LLCNov 2025 to now
- UBS Financial Services, Inc.Aug 2023 to Nov 2025
- Goldman Sachs & Co. LLCJan 2021 to Aug 2023
- The Ayco Company, L.P. / Mercer AlliedJan 2020 to Jan 2021
- Diamond J Pest ControlJun 2019 to Dec 2019
- Edward JonesJun 2018 to May 2019
- Santander Consumer, USAMay 2017 to Aug 2017
- Texas Christian University / Froggie 5-0Nov 2015 to May 2017
- Texas Christian UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6952464
- Firm CRD
- 149777