About this Advisor
Lisa Johnson is a financial advisor operating out of Atlanta, Georgia, who has been in the advisory business for 25 years. Johnson works at Morgan Stanley. Throughout their career, they have worked at Ups, Morgan Stanley and Morgan Stanley Private Bank, N.A. Johnson maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in Georgia and Texas. Morgan Stanley is a business operating out of Atlanta, Georgia. The investment advisory business has offices in 732 locations and a total of 26,500 financial advisors. It manages $1 trillion in assets under management across its 2,129,899 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 6,380 charities and foundations. Of its 2,129,899 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Morgan Stanley offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lisa Johnson Work History
Lisa has 25 years of experience.
Morgan Stanley Private Bank, N.A
Lisa Johnson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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