Jason Morski is a registered investment advisor at Mfs Institutional Advisors INC., based in Boston, MA, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,260 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
MFSI provides investment management services to institutional clients and through managed account programs. Fees for investment management are based on a percentage of the assets managed. The specific percentage depends on the investment strategy used. Fees are negotiable and may vary based on factors such as the size of the account and the client's relationship with MFS. MFSI may also charge performance-based fees. Managed Account Programs have different fee structures, which may be bundled or unbundled.
Location
111 Huntington Avenue, Boston, MA, 02199-7618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.
Mfs Fund Distributors, INC.Broker
Previous Registrations
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.