Jason Lloyd

Adviser/team AUM: $124,500,000

Gross annual production/TTM: $1,040,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Bank of America Merrill Lynch
Adviser(s) location

Ventura Coast, CA

Date November 30, 2012

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Thomas Reichert, Paul Lotito, Eric Aiello, Lindsay Reichert June 09, 2017
Joseph Gabriele, Paul Vasady-KovacsJune 02, 2017
F. Michael Covey, Thomas Kane, Mark WiktorJune 02, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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