BJ
BJ

Bobbi Johnson

7 Years of Experience
Duluth, GA
1 DisclosureBroker

Bobbi Johnson is a registered investment advisor at Morgan Stanley, based in Duluth, GA, with 7 years of industry experience. Bobbi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

2160 Satellite Blvd, Suite 150, Duluth, GA, 30097

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History

Regulatory History (1)
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Criminal
May 2003
Final Disposition
Other Business Activities

Bobbi is the registered agent for The Myx Marriage Group, Inc., a marriage support network, and spends minimal time creating YouTube videos for them. Bobbi is also the sole proprietor/owner/partner of The Myx Marriage Group Inc. and spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
May 2019 - Present · 7 yrs 5 mos
Morgan StanleyBroker
February 2019 - Present · 7 yrs 8 mos
State Registrations39 states
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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.
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