Justin Wade Breece

Current Employers

Employment History

• 03/2013 → 12/2021
  Morgan Stanley
  Scottsdale, AZ
• 01/2015 → 09/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-03-12 → 2022-09-08
  Morgan Stanley
  Scottsdale, AZ
• 2008-11-14 → 2013-03-11
  Ubs Financial Services Inc.
  Scottsdale, AZ
• 2005-07-26 → 2008-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Scottsdale, AZ
• 2003-06-18 → 2005-12-07
  Crown Capital Advisors Llc
  St Louis, MO

Other Businesses

TRUSTEE FOR FATHER'S TRUST, INV RELATED, SCOTTSDALE, AZ, START: 9/12/2022, 2 HRS/MONTH, 2 HRS DURING TRADING. | VALHALLA PROPERTY,LLC; NOT INV. RELATED; SCOTTSDALE,AZ; 100% OWNERSHIP INCLUDING SPOUSE; START DATE 01/01/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY.| BREECE PRIVATE WEALTH MANAGEMENT, LLC, INVT RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START DATE 10/03/2022, 130 HRS PER MONTH AND DURING TRADING, FINET PRACTICE.| TRUSTEE FOR BREECE PRIVATE WEALTH MANAGEMENT 401K, INV RELATED, SCOTTSDALE, AZ, START: 12/28/2022, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.| CHATEAU PENROSE LLC; INV RELATED; DALLAS, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 4/26/2024; 1 HOUR PER MONTH; 0 DURING TRADING; MANAGING MEMBER.| RENTAL PROPERTY; INV RELATED; DALLAS, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 8/1/2024; 1 HOUR PER MONTH; 0 DURING TRADING; CO-OWNER.| JWB88 LLC; INV RELATED; SCOTTSDALE, AZ; HOLD TITLE FOR CAR; 100% OWNERSHIP; START DATE 01/28/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-02
• S65 Uniform Investment Adviser Law Examination
  2003-05-29