Individual Firm
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JASON A DOWNEY
CRD#: 4293623
IA
B
MORGAN STANLEYCRD#: 149777 4800 Meadows Road
Suite 400
Lake Oswego, OR 97035
Suite 400
Lake Oswego, OR 97035
0
Disclosures
24
Years of Experience
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State Registrations
B
Alaska 6/1/2009
B
Nebraska 10/10/2016
B
Arizona 6/1/2009
B
Nevada 4/24/2014
B
California 6/1/2009
B
New Mexico 5/17/2023
B
Colorado 1/4/2013
B
New York 6/1/2009
B
Delaware 2/18/2016
B
Ohio 11/22/2020
B
Florida 6/1/2009
B
Oregon 6/1/2009
B
Georgia 6/11/2021
IA
Oregon 6/1/2009
B
Hawaii 1/25/2017
B
Pennsylvania 8/24/2021
B
Idaho 2/2/2011
B
Rhode Island 7/20/2015
B
Indiana 12/14/2022
B
Texas 6/1/2009
B
Maine 7/22/2019
IA
Texas 5/6/2014
B
Maryland 11/15/2023
B
Utah 4/24/2014
B
Michigan 3/17/2016
B
Virginia 1/16/2024
B
Montana 10/11/2021
B
Washington 6/1/2009
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 6/1/2009
B
Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/15/2003 - 06/01/2009 | BEAVERTON, OR | |
B | 08/23/2002 - 06/01/2009 | BEAVERTON, OR | |
B | 01/17/2001 - 08/27/2002 | PURCHASE, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.