About Jason Burriss
Jason develops customized retirement programs for corporations and closely held private businesses. Designated as a Corporate Retirement Director, Jason is part of a select group of approximately 2% of advisors at Morgan Stanley with a specialty in serving retirement plans.
Jason was named to the National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 list in 2025, 2024, 2023, 2022, and 2021. He is an active member of the Retirement Advisor Council, whose mission is to advocate for successful retirement plan outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers, and defined contribution plan service providers.
He has earned the Certified Investment Management Analyst® (CIMA®) designation, the Certified 401(k) Professional (C(k)P®), designation from the Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education, and the Certified Plan Fiduciary Advisor (CPFA®) through the National Association of Plan Advisors (NAPA).
Jason has a bachelor's degree in finance from Indiana University and volunteers through the Kelley School of Business at Indiana University's Compass Mentor and Alumni Leader programs, where he provides guidance to college students on their professional development.
Jason lives in Downers Grove, IL with his wife Jen and daughter Brooke.
---
2025 NAPA's Top Retirement Plan Advisors Under 40
Source: www.napa-net.org (November 2025) Data compiled by NAPA based on time period from August 2024-August 2025.
2024 NAPA's Top Retirement Plan Advisors Under 40
Source: www.napa-net.org (November 2024) Data compiled by NAPA based on time period from August 2023-August 2024.
2023 NAPA's Top Retirement Plan Advisors Under 40
Source: www.napa-net.org (November 2023) Data compiled by NAPA based on time period from August 2022-August 2023.
2022 NAPA's Top Retirement Plan Advisors Under 40
Source: www.napa-net.org (November 2022) Data compiled by NAPA based on time period from August 2021-August 2022.
2021 NAPA's Top Retirement Plan Advisors Under 40
Source: napa-net.org (November 2021) Data compiled by NAPA based on time period from Aug 2020-Aug 2021.
Established in 2014, the NAPA Top Retirement Plan Advisors Under 40 is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.
Securities Agent: VA, NC, KS, TX, MO, LA, CT, TN, SC, NY, MI, NV, NJ, GA, CO, WA, IN, DC, IL, IA, AZ, KY, WI, RI, PA, OH, MN, FL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1231092