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Jamie Saalfeld

10 Years of Experience
Southlake, TX
Broker

Jamie Saalfeld is a registered investment advisor at Morgan Stanley, based in Southlake, TX, 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

1400 Civic Place, Suite 200, Southlake, TX, 76092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jamie is the president and signer for Idaho Contractors, a real estate business in Hayden, Idaho, since April 2024. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - September 2020 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - September 2020 · 5 yrs 2 mos
State Registrations25 states
ALARAZCACODEFLHIIDKSKYLAMAMNMONCNHNVNYOHOKORTXVAWA
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.