Joshua K Anderson
Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyMar 2023 to now
- Cottonwood Title Insurance Agency, Inc.Nov 2020 to Mar 2023
- Weber State UniversityMay 2020 to Oct 2020
- Superior Water and AirJun 2019 to Sep 2019
- Salt Lake Community CollegeJan 2019 to Jun 2019
- Baker Sign and ServiceJun 2018 to Aug 2018
- WalmartJan 2018 to Jun 2018
- Bonneville InternationalSep 2017 to Oct 2020
- Discover Financial Services, Inc.Aug 2017 to Nov 2017
- IhopJul 2017 to Aug 2017
- The Church of Jesus Christ of Latter Day SaintsJul 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7693540
- Firm CRD
- 149777