WJ
WJ

William Jameson

10 Years of Experience
Atlanta, GA
Broker

William Jameson is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 10 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

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

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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

William is a sole proprietor/owner of Morningside Management, LLC, a real estate property management company, since May 2025. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
December 2015 - Present · 10 yrs 5 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
William Jameson - Financial Advisor | TrueAdvisor