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Jason Welling

Jason Welling

Financial Advisor Intern

Followers of Jason Welling1000 followers
location of Jason WellingLoveland, Colorado, United States

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  • Timeline

  • About me

    Financial Advisor, Financial Planning Specialist at Morgan Stanley Wealth Management

  • Education

    • University of Canterbury

      -
      Economics

      Activities and Societies: Student Volunteer Army | Ultimate Frisbee

    • Emory University

      -
      Financial Economics

      Activities and Societies: Men’s Varsity Soccer | Men’s Club Lacrosse | Outdoors Club

  • Experience

    • Morgan Stanley

      May 2018 - Aug 2019
      Financial Advisor Intern

    • Morgan Stanley

      Jul 2021 - now
      Financial Advisor

      © 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.html Show less

  • Licenses & Certifications

    • Series 66 - Uniform Combined State Law

      FINRA

    • National Mortgage Licensing System

      NMLS
      Mar 2022

    • Series 7 - General Securities Representative

      FINRA

  • Honors & Awards

    • Awarded to Jason Welling
      National Honor Society - Jan 2017