Click Here to Redeem

Access the Digital Swag Bag Unlock Your Access Today!

Jason Vein

Jason Vein

First Vice President, Financial Advisor
Morgan Stanley

Have you got yours yet?

Our All-Access Passes are a must if you want to get the most out of this event.

Check them out

Connect with Jason

About this Speaker

Jason turned his love of strategy and competition as a kid into a profession in wealth management that is 25 years and counting. He helps educate and empower female executives, medical specialists and business owners through the financial decisions in life – helping build, maintain and distribute their wealth in an efficient manner. As a Portfolio Management Director he develops strategies striving to grow and preserve the assets under his care during economic expansion, contraction or turmoil. He is a Chartered Retirement Planning Counselor and Financial Advisor who has predominantly served the west coast and south Florida. As an early adopter of work-from-home 8 years ago he has been able to break down those geographical borders and manage through the current pandemic with little disruption.

The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.

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 or consult with your Financial Advisor to understand these differences.

Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3396461 01/2021

Proudly supported by

Your logo could go here!

If you'd like to get your brand in front of attendees following the categories this speaker is talking about (on this page, via email and during each talk) contact us.