JJ
JJ

Jeff Johnson

29 Years of Experience
Lake Oswego, OR
Broker

Jeff Johnson is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, with 29 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

4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035

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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

Jeff is a time share participant in Breckenridge, Colorado, collecting income for non-used time share since March 2024. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2003 - April 2007 · 4 yrs
Morgan Stanley Dw INC.Broker
August 1996 - April 2007 · 10 yrs 8 mos
State Registrations36 states
AKALARAZCACOCTDEFLHIIAIDILKSKYLAMAMDMIMNMOMTNCNENJNVNYOHORPASDTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeff Johnson - Financial Advisor | TrueAdvisor