Jason Rohde, CFP, CIMA, Financial Advisor at Morgan Stanley

Jason Rohde, CFP, CIMA, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley

For more information, visit my website. Jason Rohde is a Senior Portfolio Manager and Vice President at Morgan Stanley.

He is additionally a CERTIFIED FINANCIAL PLANNER™ (CFP®) AND CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®), testaments of his commitment to continuing education and helping make a difference in the lives of his clients. Jason is also a Work Place Advisor - Equity Compensation. Drawing from over two decades of experience in the financial industry, Jason helps enable his clients to achieve their

financial dreams through his personalized planning approach. Through careful listening, Jason will understand your unique financial situation to collaborate with you to help create your desired financial reality. NMLS #:1472952
CA Insurance License #: 4069314

It may not sound like the most romantic topic, but making a habit of discussing your shared goals and attitudes toward m...
02/20/2025

It may not sound like the most romantic topic, but making a habit of discussing your shared goals and attitudes toward money may help strengthen your relationship—especially in the long run. https://livesocial.seismic.com/aWuT0Z

Don't let your 401(k) get left behind when you change jobs. You can roll it over, leave it, or cash it out. Let's discus...
10/23/2024

Don't let your 401(k) get left behind when you change jobs. You can roll it over, leave it, or cash it out. Let's discuss what's best for your financial future.

morganstanley.com

What financial goals do you want to achieve before the end of the year? Let's talk about moves you can make this fall to...
10/08/2024

What financial goals do you want to achieve before the end of the year? Let's talk about moves you can make this fall to help set yourself up for success.

morganstanley.com

No matter whether the White House and Congress are unified or divided, the stock market tends to march higher.
10/02/2024

No matter whether the White House and Congress are unified or divided, the stock market tends to march higher.

hartfordfunds.com

09/27/2024

hartfordfunds.com

Changes in the White House and changes to interest rates can be two of the most unsettling things that investors face. H...
09/23/2024

Changes in the White House and changes to interest rates can be two of the most unsettling things that investors face. However, over time the stock market has been resilient and has taken these changes in stride.

hartfordfunds.com

Volatility is part of the investment experience, but patience is important. Click below for some things to know about ma...
09/16/2024

Volatility is part of the investment experience, but patience is important. Click below for some things to know about market volatility.

hartfordfunds.com

08/13/2024

Learn how to avoid these 7 common pitfalls as a first-time home buyer.

morganstanleyclientserv.com

08/07/2024

The journey to becoming a homeowner may be complex, but there are plenty of resources to help you along the way. Review this list of considerations and next steps as you gear up to purchase your new home.

morganstanleyclientserv.com

07/31/2024

Looking for more information about mortgages? Check out this article below and feel free to reach out with any questions.

morganstanleyclientserv.com

Morgan Stanley clients with eligible brokerage accounts can earn 5.0% APY through deposits into our Preferred Savings Pr...
07/18/2024

Morgan Stanley clients with eligible brokerage accounts can earn 5.0% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate: https://livesocial.seismic.com/a6Tr6y

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33 E. Main Street, Suite 700
Madison, WI
53711

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+16084805896

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