UBS Financial Services
46yrs
Top advisor by experience in Los Gatos
27yrs
Jason Sinclair has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Los Gatos, California. After 11 years at UBS Financial Services and two years at Morgan Stanley & Co., Jason joined Morgan Stanley in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 137 advisors with offices in Los Gatos, and one of 122 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office16000 Los Gatos Boulevard, Los Gatos, CA 95032
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2008 – 2019UBS Financial Services Inc.Previously
- Apr 2007 – Dec 2008Morgan Stanley & Co. LLCPreviously
- 2000 – 2007Morgan Stanley DW Inc.Previously
Contact Jason
Local office(408) 358-0966Ask for Jason. (914) 225-5510Main office · Purchase, NY 16000 Los Gatos BoulevardLos Gatos, CA 95032Office · Get directions Firm websitewww.morganstanley.com
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Jason
How do I contact Jason?
Call Jason’s local office at (408) 358-0966 or the Morgan Stanley main office at (914) 225-5510, and ask for Jason Sinclair.
How long has Jason been a financial advisor?
Jason has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Jason hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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