BJ
BJ

Barbara Johnson

28 Years of Experience
Bellingham, WA
Broker

Barbara Johnson is a registered investment advisor at Morgan Stanley, based in Bellingham, WA, 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

2200 Rimland Drive, Suite 105, Bellingham, WA, 98226

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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

Barbara is the Board Secretary for Enterprise Cemetery District #7, where she records minutes and handles accounts payable/receivables. This takes about 10-20% of Barbara's time and is not investment related.

Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - June 2020 · 22 yrs 7 mos
State Registrations26 states
AKAZCACOFLGAHIIDILINKYMAMIMNMTNCNJNVNYOHORPASCTXVAWA
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.