Joseph Johnson (CRD# 7216455) is an Investment Advisor Representative working at Morgan Stanley in Dothan, AL and has over 3 years of experience in the finance industry.
CRD# 5847202
Edward Jones
CRD# 5581397
First Advisors National, LLC
CRD# 4659105
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Dothan, AL | Sep 2021 - Current | 2 |
Morgan Stanley Private Bank, N.a | New York, NY | Sep 2021 - Current | 2 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2020 - Aug 2021 | < 1 |
Northwestern Mutual Investment Services LLC | Vestavia, AL | Dec 2020 - Aug 2021 | < 1 |
Unemployed | Birmingham, AL | Sep 2020 - Dec 2020 | < 1 |
Raymond James | Birmingham, AL | Jan 2020 - Sep 2020 | < 1 |
Unemployed | Birmingham, AL | Jul 2019 - Dec 2019 | < 1 |
Always There In Home Care | Birmingham, AL | May 2017 - Jul 2019 | 2 |
Unemployed | Birmingham, AL | May 2016 - May 2017 | 1 |
Wells Fargo | Birmingham, AL | Oct 2014 - May 2016 | 1 |
Uab Into Program | Birmingham, AL | Aug 2010 - Dec 2014 | 4 |
Friend Bank | Dothan, AL | Jun 2014 - Sep 2014 | < 1 |
University Of Alabama | Tuscaloosa, AL | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- AL
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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