Jason M Crouch
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Morgan StanleySep 2025 to now
- Morgan Stanley Smith Barney LLCSep 2025 to now
- Skye High RealtyDec 2024 to now
- Self-employedJun 2024 to Dec 2024
- Morgan Stanley Smith Barney LLCJan 2023 to Jun 2024
- E*trade Securities LLCSep 2020 to Sep 2023
- Les Olson CompanyJan 2020 to Sep 2020
- Vivint Smart HomeMay 2019 to Aug 2019
- United Parcel ServiceJul 2018 to May 2019
- Culinary CraftsJun 2018 to Oct 2020
- Iguys RepairsSep 2017 to May 2019
- Brigham Young UniversityJan 2017 to May 2018
- Yellow BlueOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7324321
- Firm CRD
- 149777