Full Team


Crystal Jamieson

Senior Registered Associate – Client Service (CA)

Crystal started her career at Morgan Stanley in 2004 as the receptionist. She was quickly promoted to an operational role, where she attained her series 7, 63, 65, and notary licenses. Recognizing her strength with client relationships, Crystal began supporting Financial Advisors establish, maintain, and provide excellent service for their clients. 

Crystal lives in Santa Ana with her husband, Kevin, and their two sons, Fysher and Jack. She enjoys being at all sporting events for her boys.   Crystal is an avid NFL fan, she practices Pilates, and is actively involved in the PTA. An avid food enthusiast, Crystal enjoys experimenting with different cuisines and considers herself a "foodie."