CJ
CJ

Chad Johnson

11 Years of Experience
Mclean, VA
Broker

Chad Johnson is a registered investment advisor at Morgan Stanley, based in Mclean, VA, 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
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Location

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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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

Chad is self-employed, renting out a property he owns since 2019. He spends minimal time responding to the rental agency regarding maintenance or tenant issues.

Employment History
Current Registrations
Morgan Stanley
December 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 9 mos
Previous Registrations
E*trade Capital Management, LLC
February 2017 - December 2020 · 3 yrs 10 mos
E*trade Securities LLCBroker
February 2017 - December 2020 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - February 2017 · 6 mos
Wells Fargo Clearing Services, LLC
August 2016 - February 2017 · 6 mos
Morgan Stanley
April 2015 - August 2016 · 1 yr 4 mos
Morgan StanleyBroker
January 2015 - August 2016 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Chad Johnson - Financial Advisor | TrueAdvisor