JD
JD

Jaymie Dietz

4 Years of Experience
Atlanta, GA
Broker

Jaymie Dietz is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 4 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.

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Other Business Activities

Jaymie works as a customer service employee for retail/online stores, dedicating about a quarter of their time after business hours. Jaymie also works as a content creator for TikTok and a creator for Etsy, spending about 10-20% of their time after business hours on each.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
December 2017 - January 2019 · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
May 2017 - January 2019 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.