LPL Financial
46yrs
Top advisor by experience in Sandy
26yrs
Jamison Ryan Smith
Financial advisor at Morgan Stanley
At a glance
Experience26 years (since 2000)
How that compares ?Top 12% by experience in Sandy
Office200 West Civic Center Drive, Sandy, UT 84070
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2017 – 2023Harrisdirect LLCPreviously
- 2009 – 2016Strategic Advisers LLCPreviously
Questions to ask Jamison
Tailored to Jamison’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jamison
How do I contact Jamison?
Call Morgan Stanley at 914-225-5510 and ask for Jamison Ryan Smith. Jamison works from the Sandy, UT office.
How long has Jamison been a financial advisor?
Jamison has been in the industry since 2000, about 26 years. Top 12% by experience in Sandy.
What licenses does Jamison hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jamison a fiduciary?
Jamison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jamison paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jamison for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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