DJ
DJ
Dina Jones is a registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 28 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
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
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Regulatory History (1)
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Criminal
May 1980Final Disposition
Other Business Activities
Dina works as a makeup artist for Dior and Chanel Cosmetics, spending about 10-20% of her time on these activities during non-securities trading hours. She also works as a retail cashier at Williams-Sonoma for minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
Wachovia Securities, LLCBroker
June 2004 - April 2007 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
December 1997 - May 2004 · 6 yrs 5 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.