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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon D Johnson is an active investment advisor and broker with over 20 years of experience. Damon has held positions at several large financial institutions including Citigroup Global Markets, Merrill Lynch, and J.P. Morgan Securities. Damon has been with Morgan Stanley since June 2020 and specializes in portfolio management for individuals, businesses, and investment companies. Damon is a Series 3, 7, and 63 licensed representative and holds the Series 65. Damon is currently licensed in over 30 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/05/2020 - Present
Morgan Stanley (Newport Beach CA)
CA
01/20/2012 - 06/15/2020
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
04/27/2007 - 01/23/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ANA CA)
CA
05/22/1998 - 05/08/2007
CITIGROUP GLOBAL MARKETS INC. (WHITTIER CA)
OH
09/03/1997 - 05/12/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
IA
Issued 06/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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