Jason Edward Silva

CRD 2775097 · Morgan Stanley · San Jose, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 65Series 63Series 9Series 10Series 8SIESeries 7Series 52
Registered states (5): California · New Jersey · Oregon · Texas · Washington
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2775097 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
San Jose, CA · IA capacity

Jan 15, 2021 → present
Wells Fargo Clearing Services, LLC
BD capacity

Jan 9, 2009 → Jan 19, 2021
Wells Fargo Clearing Services, LLC
IA capacity

Jan 9, 2009 → Jan 19, 2021
Ubs Financial Services Inc.
IA capacity

Oct 1, 2001 → Jan 27, 2009
Ubs Financial Services Inc.
BD capacity

Jul 27, 2001 → Jan 27, 2009
H&r Block Financial Advisors, Inc.
BD capacity

Aug 7, 1996 → Aug 2, 2001

Source & corrections

Where this page comes from

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