JJ
JJ

Jamie Johnston

21 Years of Experience
Bloomington, MN
Broker

Jamie Johnston is a registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 21 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

8300 Norman Center Drive, Bloomington, MN, 55437

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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

Jamie is the treasurer for the Prior Lake Hockey Association, a youth organization, since October 2022. This involves accounting and bookkeeping duties for a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2004 - February 2008 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - February 2008 · 3 yrs 5 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.