AJ
AJ

Ashlie Johnson

11 Years of Experience
Coeur D'Alene, ID
Broker

Ashlie Johnson is a registered investment advisor at Morgan Stanley, based in Coeur D'Alene, ID, with 11 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
Loading...

Location

505 East Front Avenue, Suite 201, Coeur D'Alene, ID, 83814

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2014 - July 2016 · 2 yrs
Wells Fargo Advisors, LLCBroker
April 2014 - July 2016 · 2 yrs 3 mos
State Registrations43 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORRISCSDTXUTVAVTWAWY
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.