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 announced December 17, 2012
Transition date November 30, 2012

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Peter Kong, John ShawJuly 28, 2015
Will Leven, Alora Anderson, Anthony Hoff, Ashlee KeglerJuly 24, 2015
Anthony Chevalier, Vance Whitby July 17, 2015

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.