Josh Wilson is a CFP-designated registered investment advisor at Morgan Stanley, based in Olympia, WA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
724 Columbia Street Northwest, Suite 350, Olympia, WA, 98501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is the founder of Roots Sports Academy, a non-profit group, dedicating minimal time to assisting with activities and management. He also works as the Head Boys Basketball Coach at Tumwater High School.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations51 states
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