JASON MUBARAK
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Jason Mubarak is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Jason Mubarak - - Morgan Stanley - Rancho Santa Fe, California, city=Rancho Santa Fe, display_country=United States, hs_object_source_detail_1=Find A CEPA (MAR 2024) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jason-mubarak, lname=Mubarak, hs_object_source_id=enrollmentId:984368454012;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202024/MUBARAK-JASON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Mar%202024.pdf, hs_createdate=1711732515124, cohortium_profile_title=Jason Mubarak | Financial Advisor at Morgan Stanley | CEPA Connect Member, state=California, id=12647742372, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jason Mubarak, email=jason.s.mubarak@morganstanley.com, cohortium_meta_description=Connect with Jason Mubarak, a specialized Financial Advisor working with Morgan Stanley based in California., associated_contact_record_id=26072601, website=https://advisor.morganstanley.com/the-rancho-santa-fe-group, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202024/6731_Mubarak_CEPA-Certificate-2024-March.pdf, is_editable=editable, url_slug_2=jason-mubarak, impersonate_user_url=https://exit-planning-institute.org/member-detail/jason-mubarak?impersonation=true, full_name=Jason Mubarak, hs_lastmodifieddate=1764932332649, phone=+18582544416, company_name=Morgan Stanley, name=Jason, hs_object_id=12647742372, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92067, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://advisor.morganstanley.com/the-rancho-santa-fe-group - Phone: +18582544416
- City: Rancho Santa Fe
- State: California
- Postal Code: 92067
- Country: United States
- Designations:
- Markets Served:
- Company Name: Morgan Stanley
