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Ashlie Marie Johnson

Morgan Stanley

Coeur D'ALene, ID

CRD 6093103

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-01-28
TX RA APPROVED_RES 2021-01-08
WA RA APPROVED 2016-07-01
  • ID RA
    APPROVED
    Since 2022-01-28
  • TX RA
    APPROVED_RES
    Since 2021-01-08
  • WA RA
    APPROVED
    Since 2016-07-01

Branch Locations

505 East Front Avenue Suite 201, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coeur D Alene ID 07/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2016 Present
  • 07/2016 → Present
    Morgan Stanley
    Coeur D Alene, ID
  • 08/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-26
  • S66 Uniform Combined State Law Examination
    2014-07-26
Other Names
  • Ashlie Marie Jerdon

View on SEC IAPD

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Nearby Investors

WILLIAM PATRICK DOUGHERTY
MARLA KAY RINGLING
Tad Peter Johnson

Nearby Offices

LPL FINANCIAL LLC · COEUR D'ALENE, ID
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COEUR D'ALENE, ID
WELLS FARGO CLEARING SERVICES, LLC · COEUR D'ALENE, ID

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