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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-06-08
TX RA APPROVED_RES 2020-06-05
  • CA RA
    APPROVED
    Since 2020-06-08
  • TX RA
    APPROVED_RES
    Since 2020-06-05

Branch Locations

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • 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
Jpmorgan Chase Bank Na Los Angeles CA 01/2012 06/2020
J.P. Morgan Securities Llc Los Angeles CA 01/2012 06/2020
Morgan Stanley Smith Barney Llc Newport Beach CA 06/2020 Present
Morgan Stanley Private Bank, N.A New York NY 07/2020 Present
  • 01/2012 → 06/2020
    Jpmorgan Chase Bank Na
    Los Angeles, CA
  • 01/2012 → 06/2020
    Los Angeles, CA
  • 06/2020 → Present
    Morgan Stanley Smith Barney Llc
    Newport Beach, CA
  • 07/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

Private jet charter company 2. Do you receive any compensation for your role with the Entity? No 3. Do you provide any specific trading, investment or financial advice to the clients of the Entity? No 4. What is your role and your exact duties and responsibilities for the Entity? Please be specific. My role is a passive investor a. Are decisions made as a committee, or are you solely responsible for certain or specific decisions? b. Are you the head or chairman of the finance/investment committee? No 6. Are you the Registered Representative for any account related to the Entity? No 7. Are there any brokerage or bank accounts associated with the Entity for which you will have access to or authority over? No 8. Is the Entity associated with any of your current clients or clients of the Firm? If yes, please describe. No (one of my clients is a current passive investor as well) 9. Do you provide any investment advice to the Entity or will you have any influence over the investment decisions made by the Entity? No If yes, please describe in detail. 10. Do you provide any specific financial/investment advice or any advice regarding the selection of outside investment/money managers? No. If yes, please describe in detail. 11. Are you aware of any relationship between the Entity and Morgan Stanley? No. If so, please describe the relationship(s)? 12. How many hours per week do you spend on the activities currently (during work hours and after work hours)? 0 13. Please provide the website and tax ID# for the entity. www.wheelsup.com *861 - Real Estate; Investment related Yes; Las Vegas, NV; Rental; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 0; Administrative *683 - 1906 Shanon Michelle; Investment related No; Las Vegas, Nevada; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 0; Property owner *681 - Rental Property; Investment related Yes; North Las Vegas, Nevada; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; Owner of property *662948 - Rock Development LLC; Investment Related - Yes; Newport Beach, California; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2025; During Business Hours: 0; After Business Hours: 0; Real Estate Owner *687167- 2697 S. Cherokee Lane; Investment related: Yes; Woodstock, Georgia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04-2026; During business hours: 0; After business hours: 0; Property Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-29
S63 Uniform Securities Agent State Law Examination 1998-06-08
  • S65 Uniform Investment Adviser Law Examination
    1998-06-29
  • S63 Uniform Securities Agent State Law Examination
    1998-06-08
Other Names
  • Damon David Johnson
  • Damon Johnson

View on SEC IAPD

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