Jason Maniscalco
Financial Advisor,
Financial Planning Specialist
Direct:
(407) 740-4915(407) 740-4915
My Mission Statement
To have a positive impact on the lives of our clients. To support their endeavors. To be deemed a trusted advisor.
My Story and Services
As a founding member of the Veritas Group, I cover all areas of wealth management for our clients, from portfolio management to financial planning. The majority of the team is based out of Jericho, New York and in 2020, my family and I moved down to Florida, and I personally am based in Winter Park.
I’m proud to be part of a multi-generational team and appreciate how our values are passed on from one generation to the next. The value of learning from people within your circle can not be understated. The diversity of our skillsets allows us to explore different opportunities to benefit our clients.
Every relationship is unique. Every day, month, and year of a client’s financial journey is important and I will always be accessible for our clients. It is truly amazing how many deep-rooted relationships we have built over the years.
I am very proud to have come up with the team name Veritas, which means “truth” in Latin. Nothing is more important in a relationship between a client and an advisor than truth and honesty.
I graduated from Adelphi University in 2011 with a Bachelor’s Degree in Finance and started working in the industry the day after I graduated. I also hold a designation of Financial Planning Specialist.
In my spare time, I enjoy spending time with my beautiful wife Nichole, and our two amazing children, Harper and Luke. I love playing golf and hockey, and riding my Harley-Davidson.
I’m proud to be part of a multi-generational team and appreciate how our values are passed on from one generation to the next. The value of learning from people within your circle can not be understated. The diversity of our skillsets allows us to explore different opportunities to benefit our clients.
Every relationship is unique. Every day, month, and year of a client’s financial journey is important and I will always be accessible for our clients. It is truly amazing how many deep-rooted relationships we have built over the years.
I am very proud to have come up with the team name Veritas, which means “truth” in Latin. Nothing is more important in a relationship between a client and an advisor than truth and honesty.
I graduated from Adelphi University in 2011 with a Bachelor’s Degree in Finance and started working in the industry the day after I graduated. I also hold a designation of Financial Planning Specialist.
In my spare time, I enjoy spending time with my beautiful wife Nichole, and our two amazing children, Harper and Luke. I love playing golf and hockey, and riding my Harley-Davidson.
Securities Agent: IL, KS, FL, TN, UT, RI, OH, MA, GA, SC, ME, AZ, NH, NC, OR, MN, VT, TX, IA, NY, MI, CT, PA, CA, NJ, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2013537
NMLS#: 2013537
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Investor Resources
Stay connected with the latest updates from our team. Here you'll find an archive of past communications, including market commentary, planning insights, and timely updates - all available for download in PDF format. You can also explore upcoming client events and opportunities to engage with our team throughout the year.
We invite you to check back regularly for new additions and announcements.
We invite you to check back regularly for new additions and announcements.
The Veritas Group's Q2+ 2025 Outlook
Our team has gathered information in order to prepare for rest of the year. The link below is our thoughts on the second quarter, and then some, of 2025. Read below for an in depth analysis of the current market.
Read More Here
The One Big Beautiful Bill Cheatsheet
Following the enactment of new federal legislation, we wanted to share a brief report outlining the various tax provisions, as well as the implications for debt, deficits, and the markets.
Read More Here
GIC On the Markets
The latest edition of “On the Markets,” a monthly collection of the most timely research and strategy from Morgan Stanley & Co., Morgan Stanley Wealth Management and external partners.
Read More Here
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read More HereExpanding Possibilities Beyond Public Markets
We believe alternative investments can play a powerful role in a modern portfolio. From private equity and private credit to real estate and hedge funds, these strategies aim to enhance diversification, reduce exposure to public market volatility, and unlock new sources of return.
📎For a breakdown of the key trends tracked in this space, click the link below.
Our approach focuses on sourcing and curating high-conviction opportunities across private markets—giving clients access to strategies once limited to institutions and endowments.
Why Consider Alternatives?
- Diversification beyond traditional stocks and bonds
- Low correlation to public markets, offering balance during volatility
- Return potential from illiquidity premiums and active strategies
- Access to high-barrier strategies in sectors like energy transition, sports ownership, and technology
We Leverage Access To:
- Private Equity
Growth capital, buyouts, and sector-specific strategies with long-term return potential - Private Credit
Direct lending and specialty finance offering yield and downside resilience - Real Estate & Infrastructure
Institutional-grade property and energy assets offering income and diversification - Hedge Funds
Multi-strategy and opportunistic approaches aimed at generating risk-adjusted alpha - Thematic Alternatives
Blockchain, sports media rights, and impact-oriented infrastructure
📎For a more comprehensive looks at Alternative Investments, click the link below.
Our Services
Wealth management isn't a one-time event. It is an ongoing process designed to create structure today while preserving opportunity for the next generation. Every strategy we help implement is approached with long-term continuity in mind, ensuring that financial decisions remain aligned with evolving goals, family needs, and market conditions.
Our services reflect that philosophy:
Comprehensive Financial Planning
Bringing together investments, tax considerations, estate planning, and cash flow into a cohesive, adaptable financial structure.
Portfolio Management
Custom investment strategies aligned with long-term objectives, emphasizing risk mitigation, tax efficiency, and multi-asset diversification.
Estate Planning Coordination
Working alongside legal and tax advisors to ensure estate plans support long-term family goals, legacy transfer, and tax efficiency.
Retirement and Liquidity Planning
Preparing clients for retirement income needs, pre-retirement asset allocation, and maintaining access to liquidity during key life transitions.
Next Generation Wealth Strategy
Helping families prepare heirs to manage wealth responsibly through governance planning, education, and structured asset transfer strategies.
Insurance Planning
Incorporating life, disability, and long-term care insurance into broader wealth strategies as part of risk management and wealth preservation.
Cash Management and Lending Solutions
Providing structured lending strategies, credit solutions, and cash flow management as part of a coordinated wealth plan.
Business Owner Advisory
Advising on liquidity events, business succession, and pre-sale planning to help owners translate business value into lasting family wealth.
401(k) and Employer Retirement Plans
Designing and managing retirement plans for businesses with a focus on fiduciary guidance and long-term participant outcomes.
Philanthropic Strategy and Impact Giving
Structuring charitable giving and family foundations to align with personal values while supporting tax and estate objectives.
Location
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Direct:
(407) 740-4915(407) 740-4915
Fax:
(407) 740-4983(407) 740-4983
Wealth Management
Global Investment Office
Portfolio Insights
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jason Maniscalco today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
