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ChFC
JM
ChFC

Joey Miedema

Morgan Stanley
18 Years of Experience
Grand Forks, ND
Broker
View SEC Summary
View SEC Summary

Joey Miedema is a ChFC-designated registered investment advisor at Morgan Stanley, based in Grand Forks, ND, with 18 years of industry experience. Joey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23124 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

3105 South Washington, Grand Forks, ND, 58201

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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

Joey serves as Treasurer for the Grand Forks Foundation for Education, a non-investment related activity. He dedicates minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 2 yrs 2 mos
Morgan StanleyBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Osaic Institutions, INC.
June 2020 - August 2024 · 4 yrs 2 mos
Osaic Institutions, INC.Broker
December 2018 - August 2024 · 5 yrs 8 mos
Alerus Securities CorporationBroker
July 2015 - December 2018 · 3 yrs 5 mos
Investment Centers of America, INC.Broker
October 2012 - July 2015 · 2 yrs 9 mos
Investment Centers of America, INC.
September 2012 - July 2015 · 2 yrs 10 mos
Thrivent Investment Management INC.
January 2006 - October 2010 · 4 yrs 9 mos
Thrivent Investment Management INC.Broker
December 2005 - October 2010 · 4 yrs 10 mos
State Registrations26 states
ARAZCACOFLGAIAILINMAMIMNMOMTNDNVNYOHSDTNTXVAVTWAWIWY
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.
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