DJ
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Daniel Johnston

27 Years of Experience
South Jordan, UT
Broker

Daniel Johnston is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

680 West 10000 South, South Jordan, UT, 84095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is a sole proprietor involved in digital website marketing and advertising since July 2023. He spends a few hours per week on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 9 mos
Morgan Stanley
June 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 1998 - January 2022 · 24 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.