Jason Berlinger
Senior Vice President and Financial Advisor at Morgan Stanley
Based in Los Angeles, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Los Angeles
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
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Background
About Jason Berlinger
Jason is a Family Wealth Director and Senior Vice President at Morgan Stanley. He provides wealth management solutions for high net-worth individuals and their families. Additionally, Jason works with small institutional clients servicing their liquidity and capital market needs. Jason’s previous experience includes: Six years as a Managing Director with Bear Stearns & Co. Inc, an Associate in the Private Banking Group of UBS Warburg in Los Angeles, a member of the Real Estate Private Equity Team at Deutsche Bank in London, and a Senior Accountant providing tax, audit and consulting services for Ernst & Young. Jason Earned an MBA with honors in Finance from The University of Southern California. He received a BA in Economics and Accounting from UCLA and is a Certified Public Accountant. Jason is licensed as a Series 7, 63 and 65 Registered Representative. https://advisor.morganstanley.com/bunker-hill-group
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