JJ
JJ

John Johnson

26 Years of Experience
Bradenton, FL
Broker

John Johnson is a registered investment advisor at Morgan Stanley, based in Bradenton, FL, with 26 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

Bradenton, FL

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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

John receives rental income from a property in Holmes Beach, FL, and performs outside cleaning services. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
June 2021 - May 2022 · 11 mos
Cambridge Investment Research Advisors, INC.
June 2021 - May 2022 · 11 mos
TD Ameritrade, INC.
April 2018 - January 2021 · 2 yrs 9 mos
TD Ameritrade, INC.
August 2007 - April 2018 · 10 yrs 8 mos
TD Ameritrade Investment Management, LLC
August 2007 - April 2018 · 10 yrs 8 mos
TD Ameritrade, INC.Broker
April 2006 - January 2021 · 14 yrs 9 mos
Datek Online Financial Services LLCBroker
September 2002 - October 2002 · 1 mo
Ameritrade, INC.Broker
January 2002 - April 2006 · 4 yrs 3 mos
AmeritradeBroker
August 1999 - December 2001 · 2 yrs 4 mos
State Registrations3 states
FLGAIL
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.