Jason Hantman
Portfolio Management Director, Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Feb 2022 — Present · Providence, RI, US
The Westminster Group at Morgan Stanley is a Wealth Management practice located in Providence, RI. The group is focused on the wealth management needs of ultra-high net worth families located across the United States. ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/westminster-group. The information or content is for US residents only and subject to the following disclosures: 23•••29
Education
Suffolk University - Sawyer Business School
MBA
2000 — 2005
Babson College
Bachelor of Science (BS)
1989 — 1993
Skills
- Strategic Financial Planning
- Hedge Funds
- Banking
- Mutual Funds
- Asset Management
- Financial Analysis
- Trading
- Wealth Management Services
- Asset Based Lending
- Equities
- Securities
- Estate Planning
- Mortgage Lending
- Series 7
- Investment Strategies
- Alternative Investments
- Private Equity
- Portfolio Management
- Loans
- Fixed Income
- Commercial Banking
- Wealth Management
- Asset Managment
- Retirement Planning
- Consumer Lending
- Series 63
- Credit
- Investments
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