Joseph Jamison is a registered investment advisor at Morgan Stanley, based in Riverhead, NY, with 12 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
611 East Main Street, Riverhead, NY, 11901
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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
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
RBC Capital Markets, LLC
January 2022 - April 2025 · 3 yrs 3 mos
RBC Capital Markets, LLCBroker
January 2022 - April 2025 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - January 2022 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2013 - January 2022 · 8 yrs 3 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.