Samuel Johnson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 12/2024
  Mml Investors Services, Llc
  Chicago, IL
• 08/2024 → 12/2024
  Massmutual Life Insurance Company
  Chicago, IL
• 01/2024 → 12/2024
  Lenox Advisors
  Chicago, IL
• 06/2021 → 10/2022
  Rojo Mexican Grill
  Minneapolis, MN
• 06/2018 → 08/2018
  Jl Boatworks
  Stillwater, MN
• 09/2018 → 05/2023
  University Of Minnesota
  Minneapolis, MN
• 01/2014 → 06/2018
  High School
  Stillwater, MN
• 05/2022 → 08/2022
  North Star Resource Group
  Minneapolis, MN
• 06/2017 → 09/2017
  Stillwater Oaks Golf Club
  Stillwater, MN
• 06/2019 → 08/2019
  Jl Boatworks
  Stillwater, MN
• 05/2016 → 09/2016
  Royal Golf Club
  Lake Elmo, MN
• 06/2023 → 12/2023
  Unemployed
  Stillwater, MN
• 12/2024 → 09/2025
  Unemployed
  Chicago, IL
• 09/2025 → Present
  Morgan Stanley
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-07-02

Other Names

• Samuel Ian Johnson
• Samuel Johnson
• Samuel Johnson E