Jason Pace

Jason Pace

Disbursing/Finance Officer

Followers of Jason Pace900 followers
location of Jason PaceAtlanta Metropolitan Area

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  • Timeline

  • About me

    Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Family Wealth Director, Global Sports and Entertainment Director at Morgan Stanley

  • Education

    • Troy State University

      1992 - 1995
      Master of Science (MS) Business Administration and Management, General
    • US Naval Academy

      1987 - 1991
      Bachelor of Science (BS) Engineering
  • Experience

    • US Navy

      Jan 1991 - Jan 1995
      Disbursing/Finance Officer
    • The Goodyear Tire & Rubber Company

      Jan 1996 - Jan 1998
      Small Business Team Leader
    • Morgan Stanley

      Jan 1998 - now
      Sports and Entertainment Director and Financial Advisor for RM Compass Group

      At RM Compass Group at Morgan Stanley, it’s our job to help plan for the stability of your future from the stresses of your present. In other words, we play the long-game; through diligent research and carefully-designed strategies, we seek to help you and your family thrive in life long after your professional career is over.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.For more information on the designation(s), go to: http://www.morganstanleyfa.com/rmcompassgroupNMLS#: 1261974 Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Jan 2002