DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Skolnik

Morgan StanleywirehouseShrewsbury, Njdual registrantIAPD 2850557

Feed of 09/14/2026

Also filed as Jason T Skolnik

At current firm

2 y

since Aug 7, 2024

In the industry

29 y

since Aug 18, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morgan Stanley wirehouse current
since Aug 7, 2024 · Shrewsbury, Nj
Wealth Enhancement Advisory Services, LLC BD affiliated
May 13, 2024 to Jul 24, 2024 · Little Silver, Nj
Ameriprise Financial Services, LLC national BD
Mar 20, 2023 to Oct 25, 2023 · Red Bank, Nj
Wells Fargo Advisors wirehouse
Sep 23, 2016 to Mar 7, 2023 · Red Bank, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 23, 2011 to Sep 27, 2016 · Pennington, Nj
Strategic Advisers LLC national BD
Jan 1, 2010 to Apr 4, 2011 · Shrewsbury, Nj

Moves

a registration end followed by a registration begin elsewhere

Wealth Enhancement Advisory Services, LLC to Morgan Stanley
left Jul 24, 2024, registered Aug 7, 2024 (14 days) · Affiliated broker-dealer or bank to wirehouse
Ameriprise Financial Services, LLC to Wealth Enhancement Advisory Services, LLC
left Oct 25, 2023, registered May 13, 2024 (201 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Ameriprise Financial Services, LLC
left Mar 7, 2023, registered Mar 20, 2023 (13 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Sep 27, 2016, registered Sep 23, 2016 (-4 days) · Wirehouse to wirehouse · moved with a team
Strategic Advisers LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Apr 4, 2011, registered Sep 23, 2011 (172 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Jason Skolnik left Wealth Enhancement Advisory Services, Llc for Morgan Stanley (registered 2024-08-07)
Jul 24, 2024 · Advisor changed firm · fact
Jason Skolnik left Ameriprise Financial Services, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-05-13)
Oct 25, 2023 · Advisor changed firm · fact
Jason Skolnik left Wells Fargo Advisors for Ameriprise Financial Services, Llc (registered 2023-03-20)
Mar 7, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address