Jasmine Shontelle Muhammad

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 09/2019
  Morgan Stanley
  Lawrenceville, NJ
• 03/2018 → 12/2018
  Crown Plaza
  Princeton, NJ
• 05/2016 → 12/2018
  Wells Fargo
  Philadelphia, PA
• 10/2019 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 11/2019 → 04/2026
  J.P. Morgan Securities Llc
  Franklin Park, NJ
• 11/2019 → 04/2026
  Jpmorgan Chase Bank, N.A.
  Franklin Park, NJ
• 12/2018 → 11/2019
  Bank Of America Corporation
  Pennington, NJ
• 05/2026 → Present
  Wells Fargo Clearing Services, Llc
  Lawrence Township, NJ
• 05/2026 → Present
  Wells Fargo Bank, Na
  Lawrence Township, NJ

Previous Registrations

• 2019-12-11 → 2026-04-21
  J.P. Morgan Securities Llc
  Franklin Park, NJ
  Plainsboro, NJ
  Cherry Hill, NJ
• 2019-11-08 → 2019-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 2019-02-28 → 2019-09-23
  Morgan Stanley
  Lawrenceville, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-02-25

Other Names

• Jasmine S Muhammad
• Jasmine Muhammad
• Jasmine S. Muhammad