JD
JD

Judson Doster

29 Years of Experience
Athens, GA
1 DisclosureBroker

Judson Doster is a registered investment advisor at Morgan Stanley, based in Athens, GA, 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

225 South Milledge Avenue, Athens, GA, 30605

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History

Regulatory History (1)
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Customer Dispute
July 2002
Denied
Other Business Activities

Judson is involved in office leasing/rental property through White & Gold Holdings and Perimag Properties since 2017, dedicating minimal time outside business hours. He also serves as a POA in Conyers, Georgia since 2022, dedicating a few hours per week.

Employment History
Current Registrations
Morgan Stanley
June 2011 - Present · 14 yrs 11 mos
Morgan StanleyBroker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Edward Jones
May 2007 - June 2011 · 4 yrs 1 mo
Edward JonesBroker
January 1997 - June 2011 · 14 yrs 5 mos
State Registrations40 states
ALARAZCACOCTDCFLGAHIIAILINKYLAMAMDMEMIMNMSMTNCNHNJNVNYOHOKORPARISCSDTNTXUTVAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Judson Doster - Financial Advisor | TrueAdvisor