WJ
WJ
Walter Jameson
45 Years of Experience
Alpharetta, GA
2 DisclosuresBroker
Walter Jameson is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 45 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2003Settled
Customer Dispute
September 2002Denied
Other Business Activities
Walter is a partner in My Walnut Turn LLC since 2021 and owns two rental properties in Rosman, NC, one since 2021 and another since 2024. He spends minimal time on these real estate activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2002 - June 2009 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
February 2000 - June 2009 · 9 yrs 4 mos
The Robinson-Humphrey Company, LLCBroker
October 1995 - January 2002 · 6 yrs 3 mos
Smith Barney INC.Broker
December 1980 - October 1995 · 14 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.