Jonathan Dane Grant

Current Employers

Employment History

• 10/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Denver, CO
• 11/2016 → 09/2023
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 09/2023 → Present
  Morgan Stanley Smith Barney Llc
  Colorado Springs, CO
• 10/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-11-05 → 2023-09-29
  Wells Fargo Clearing Services, Llc
  Denver, CO
  Greenwood Village, CO
  Greenwood Village, CO
  Greenwood Village, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
• 2013-08-20 → 2013-08-29
  Waddell & Reed
  Colorado Springs, CO

Other Businesses

(1) *568374- Soardik Properties LLC; Investment related Yes; Colorado Springs, Colorado; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 1; Property Management *619060-El Camino Real Estate LLC; Investment related-Yes; Goodland, Kansas; Rental Property, Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping, Property Management. (3) *568377- JMM Ltd.; Investment related Yes; Colorado Springs, Colorado; Rental Property; Sole Proprietor/Owner, Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 1; Property Management *615210 - Lateralus LLC; Investment Related - Yes; Colorado Springs, Colorado; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2024; During Business Hours: 0; After Business Hours: 2; Administrative, Accounting/Bookkeeping, Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-19