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
Michael Bromberg, Daniel GerschelFebruary 20, 2014
Daniel J. RodriguezDecember 16, 2013
Jeffrey KlingerDecember 16, 2013

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.

  @IN Wire

Apr 23 09:50AM
?Cool Kid? Stocks http://t.co/urpTks1aRb
Apr 23 09:30AM
Active, Passive, Strategic, Tactical ? What?s Your Investment Management Style? http://t.co/cEvxu9xjzT

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by

Most Watched Video

7:12The 2 biggest factors driving growth in active ETFs

Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews

Video Spotlight
1:47People are Living Longer. Good News or Bad News?

Sponsored by Oppenheimer Funds Inc.