Jason Harris Katz is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2018-06-28 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-03-09 | 2018-06-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-02-28 | 2017-02-16 | — |