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Jason S. Sarratea
Jason S. Sarratea
CERTIFIED FINANCIAL PLANNER™
Second Vice President - Wealth Management
Wealth Advisory Specialist
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5337
toll free: 800-837-5833
fax: 410-736-5499
Email Me
Welcome Education Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
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 November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
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

On the Markets (pdf)

Monday Morning Musings (pdf)

Bond Market Monthly (pdf)
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Morgan Stanley Smith Barney
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