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CERTIFIED FINANCIAL PLANNER™
Second Vice President - Wealth Management
Wealth Advisory Specialist
Second Vice President - Wealth Management
Wealth Advisory Specialist
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
Suite 1100
Baltimore, MD 21202
tel: 410-736-5337
toll free: 800-837-5833
fax: 410-736-5499
toll free: 800-837-5833
fax: 410-736-5499
Welcome
Education and Licensing
- Bachelor of Arts - Economics, 1996
University of Maryland Baltimore County
Baltimore, MD - CERTIFIED FINANCIAL PLANNER™ Designation
- Wealth Advisory Specialist Designation
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Maryland State Life & Health Insurance Licensed
Services
- Asset Management
- Business Planning
- Estate Planning
- Financial Planning
- Lending Services
- Philanthropic Services
- Retirement Planning
- Wealth Management
Business Experience
- 2006 - Present: Morgan Stanley Smith Barney*
CERTIFIED FINANCIAL PLANNER™
Second Vice President - Wealth Management
Wealth Advisory Specialist
Baltimore, MD - 1998 - 2006: Legg Mason
Financial Advisor
Wealth Advisory Specialist
Baltimore, MD - 1996 - 1998: Legg Mason
Associate Financial Advisor
Baltimore, MD
Bulletin Board
- Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
Jason S. Sarratea is licensed in the following state(s): AZ, CA, CT, DE, FL, IL, KY, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS
How Your Account is Protected at Smith Barney (pdf)
2009 Annual Limits: Relating to Financial Planning (pdf)
Monday Morning Musings (pdf)
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