Paul JochimsenCRD Number: 1813508
Current Firm: Morgan Stanley
Paul Jochimsen (CRD# 1813508) is an Investment Advisor Representative working at Morgan Stanley in Sheboygan, WI and has over 29 years of experience in the finance industry.
Sii Investments, Inc.
Eagle Strategies LLC
Raymond James Financial Services Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||Sheboygan, WI||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Sheboygan, WI||Apr 2007 - Current||10|
|Dean Witter Reynolds, Inc.||Sheboygan, WI||Feb 2001 - Apr 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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