JJ
JJ

Jason Johnson

36 Years of Experience
Orlando, FL
Broker

Jason Johnson is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 36 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

201 East Pine Street 11th Floor, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jason serves as the 2nd successor Trustee for The Decker Community Property Trust in Nashville, TN. The filing does not specify the time commitment required.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
UBS Financial Services INC.
February 2009 - November 2024 · 15 yrs 9 mos
UBS Financial Services INC.Broker
February 2009 - November 2024 · 15 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1990 - February 2009 · 19 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1990 - February 2009 · 19 yrs 1 mo
State Registrations32 states
AZCACOCTDCDEFLGAIDILINKSLAMAMDMIMNNCNDNHNJNVNYOHORPARISCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.