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Jason Meyer Email & Phone Number

Executive Director, Financial Advisor and Senior Portfolio Manager at Morgan Stanley
Location: New York City Metropolitan Area, United States 9 work roles 1 school
2 work emails found @morganstanley.com 3 phones found area 917 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 3 phones

Work email j****@morganstanley.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Executive Director, Financial Advisor and Senior Portfolio Manager
Location
New York City Metropolitan Area, United States
Company size
94640 employees

Who is Jason Meyer? Overview

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Quick answer

Jason Meyer is listed as Executive Director, Financial Advisor and Senior Portfolio Manager at Morgan Stanley, a with 94640 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 917, and a matched LinkedIn profile for Jason Meyer.

Jason Meyer previously worked as Executive Director, Financial Advisor & Senior Portfolio Manager at Morgan Stanley and Executive Director & Senior Portfolio Manager, Financial Advisor at Morgan Stanley. Jason Meyer holds Ba, Labor Relations / Economics from Rutgers University-New Brunswick.

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Email format at Morgan Stanley

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jmeyer@morganstanley.com
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AeroLeads found 2 current-domain work email signals for Jason Meyer. Compare company email patterns before reaching out.

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Profile bio

About Jason Meyer

I focus on helping Business Owners create and grow multi-generational wealth. By utilizing our own Wealth Strategy Process, our team will implement, monitor and execute your plan to help you achieve the success you deserve.AboutI love learning about and collaborating with my clients on their amazing businesses. I am in a position where I get to work with so many different companies and find how people create and grow their businesses incredibly interesting.As a Founding Partner of The Christensen Reynolds Group at Morgan Stanley, I focus on helping Business Owners create and grow generational wealth. I evaluate their business and often-neglected personal assets by utilizing our highly customized and time-tested Wealth Strategy Process and our deep network of experienced and dedicated advisors.Have you found yourself having these feelings:• Stressing over the scale and growth of your business?• How to transition to living off your business versus for your business? • Lacking guidance on how to focus on growing personal wealth and your business?• Frustrations from finding top tier talent and how to keep them?Perhaps you never had the chance to find a dedicated Financial Advisor in Wealth Management. Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business or personal wealth that go overlooked. Well, I’m very proud to say that thanks to our experience and work done as a dedicated Financial Advisor, I can help you with things like:  Analyze your personal and business income as well as your personal, trust and estate tax circumstances to help identify and tailor personalized planning techniques that may be used to address your key objectives. Discussing your financial education needs and the exceptional guidance we can provide to make sound and timely financial decisions in all areas of your life. Help provide overall Corporate Wellness Program for your team that helps them grow their wealth and enables you to retain top tier talentTo learn more about how we can help you reach business success and stability, please send me a direct message through LinkedIn or use the contact information below:☏ 973-236-3564jason.meyer1@morganstanley.comhttps://advisor.morganstanley.com/the-christensen-reynoldsgroup Pre-Transaction Planning | Investments | Retirement Solutions | Liquidity Event

Current workplace

Jason Meyer's current company

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Morgan Stanley
Morgan Stanley
Executive Director, Financial Advisor and Senior Portfolio Manager
New York, NY, US
Website
morganstanley.com
Employees
94640
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Company profile
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9 roles · 12 years

Jason Meyer work experience

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Executive Director, Financial Advisor And Senior Portfolio Manager

Morgan Stanley

New York, Ny, Us

Executive Director, Financial Advisor & Senior Portfolio Manager

Current
Morgan Stanley

©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. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. NMLS# 837299

Apr 2015 - Present

Executive Director & Senior Portfolio Manager, Financial Advisor

Current
Morgan Stanley

New York, Ny, Us

➤ WHAT WE DO:We analyze your compensation and benefits package to identify the best execution strategy for your largest risk (stock concentration) in your portfolio and ensure you are executing in the most tax efficient manner. We use our deep industry knowledge and connections to help business owners take the next step of turning what they have built into liquidity for their family and future generations➤ HOW WE DO IT:We utilize models built by Morgan Stanley to provide you with the best strategy on how to execute on your stock and options (NQSO/ISO).We have developed a system that has been tested and that can allow you to focus on what you do best (your business), while we help create potential tax advantages for you as the owner and the business itself and strive to deliver estate planning techniques that can help increase potential earnings in a transaction.We help you: Simplify financial complexity to help you achieve clarity and control Manage investments with a focus on your financial strategy and personal goals Create a comprehensive and multigenerational wealth management plan based on your needs, challenges and the values that guide your life and legacy➤ WHAT MAKES US DIFFERENT:While most people might be able to do one or two of these items, we have the experience and a team to deliver on all scales while helping you minimize the time and effort to find the right people for each task. We tap into the power of Morgan Stanley and our deep network of professionals to offer you a one stop shop with white glove service.➤ Want To Learn More?:☏ 973-236-3564jason.meyer1@ms.com https://advisor.morganstanley.com/the-christensen-reynolds-groupStock & Options Analyzer | Pre-Transaction Planning | Retirement Solutions | Liquidity Event

2015 - Present ~11 yrs 7 mos

Executive Director, Global Investment Specialist

J.P. Morgan

New York, Ny, Us

Nov 2010 - Apr 2015

Vice President, Portfolio Strategies Desk

Merrill Lynch

New York, Ny, Us

Feb 2008 - Nov 2010

Equity Relationship Manager

Ubs

Zurich, Ch

Jan 2005 - 2008

Etf & Options Head Strategist

Mclaughlin, Piven, Vogel Securities
Feb 2002 - Jan 2005

Sales Associate - Private Wealth Management

Morgan Stanley

New York, Ny, Us

Sep 2000 - Nov 2001
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

YC Yue Chen Yue Chen Colleague at Morgan StanleyNew York, United States View → LM Lourenço Martins De Arruda Câmara Lourenço Martins De Arruda Câmara Colleague at Morgan StanleySão Paulo, Brazil View → CH Craig Hodgson Msc, Mcips, Mcmi Craig Hodgson Msc, Mcips, Mcmi Colleague at Morgan StanleyHong Kong Sar, United States View → MS Michael Schwartzman Michael Schwartzman Colleague at Morgan StanleyBrooklyn, New York, United States View → CS Camille Sutton, Cfp® Camille Sutton, Cfp® Colleague at Morgan StanleyAugusta, Georgia, United States View → KN Kusuma N Kusuma N Colleague at Morgan StanleyBengaluru, Karnataka, India View → MP Mary Phillips Mary Phillips Colleague at Morgan StanleyOxnard, California, United States View → RB Ramsay Bisharah Ramsay Bisharah Colleague at Morgan StanleyDallas-Fort Worth Metroplex, United States View → PT Pankaj Thorat Pankaj Thorat Colleague at Morgan StanleyNew York, United States View → JC Josiah Clymer Josiah Clymer Colleague at Morgan StanleyScotts Valley, California, United States View →
1 education record

Jason Meyer education

  • Rutgers University-New Brunswick
    Rutgers University-New Brunswick
    Labor Relations / Economics
FAQ

Frequently asked questions about Jason Meyer

Quick answers generated from the profile data available on this page.

What company does Jason Meyer work for?

Jason Meyer works for Morgan Stanley.

What is Jason Meyer's role at Morgan Stanley?

Jason Meyer is listed as Executive Director, Financial Advisor and Senior Portfolio Manager at Morgan Stanley.

What is Jason Meyer's email address?

AeroLeads has found 2 work email signals at @morganstanley.com for Jason Meyer at Morgan Stanley.

What is Jason Meyer's phone number?

AeroLeads has found 3 phone signal(s) with area code 917 for Jason Meyer at Morgan Stanley.

Where is Jason Meyer based?

Jason Meyer is based in New York City Metropolitan Area, United States while working with Morgan Stanley.

What companies has Jason Meyer worked for?

Jason Meyer has worked for Morgan Stanley, J.P. Morgan, Merrill Lynch, Ubs, and Mclaughlin, Piven, Vogel Securities.

Who are Jason Meyer's colleagues at Morgan Stanley?

Jason Meyer's colleagues at Morgan Stanley include Yue Chen, Lourenço Martins De Arruda Câmara, Craig Hodgson Msc, Mcips, Mcmi, Michael Schwartzman, and Camille Sutton, Cfp®.

How can I contact Jason Meyer?

You can use AeroLeads to view verified contact signals for Jason Meyer at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Jason Meyer attend?

Jason Meyer holds Ba, Labor Relations / Economics from Rutgers University-New Brunswick.

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