Jason P Lutsey is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-09-29 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2021-12-02 | 2025-06-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-10-17 | 2021-10-07 | — |