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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-17
TX RA APPROVED 2025-04-16
  • FL RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

333 South Tamiami Trail Suite 199, Venice, FL 34285 • United States

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc. Venice FL 05/2016 11/2016
Wells Fargo Bank, N.A. Venice FL 12/2013 12/2021
Wells Fargo Clearing Services, Llc Venice FL 11/2016 12/2021
Morgan Stanley Smith Barney Llc Sarasota FL 01/2022 06/2024
Morgan Stanley Smith Barney Llc Sarasota FL 04/2025 Present
Homemaker North Port FL 06/2024 08/2024
Singh Re Llc North Port FL 08/2024 03/2025
Homemaker North Port FL 03/2025 04/2025
  • 05/2016 → 11/2016
    Wells Fargo Advisors, Llc.
    Venice, FL
  • 12/2013 → 12/2021
    Wells Fargo Bank, N.A.
    Venice, FL
  • 11/2016 → 12/2021
    Venice, FL
  • 01/2022 → 06/2024
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 04/2025 → Present
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 06/2024 → 08/2024
    Homemaker
    North Port, FL
  • 08/2024 → 03/2025
    Singh Re Llc
    North Port, FL
  • 03/2025 → 04/2025
    Homemaker
    North Port, FL
Previous Registrations
Other Businesses

*139- SINGH RE LLC; Investment related: No; NORTH PORT, Florida; Real Estate; MANAGING MEMBER (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 0; ESTATE PURPOSES, SPOUSE OWNS BUSINESS *145- SOJARA HOMES LLC; Investment related: Yes; NORTH PORT, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 0; ITS AN LLC FOR A LOT OF VACANT LAND THAT I OWN WITH MY SPOUSE *148- CATTLEYA PREMIER HOMES LLC; Investment related: Yes; MURDOCK, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 0; MY FRIEND AND I (WHO IS NOT AN MS CLIENT0 OWN THIS LOT OF VACANT LAND THROUGH THE LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-01
S63 Uniform Securities Agent State Law Examination 2016-07-14
  • S66 Uniform Combined State Law Examination
    2020-12-01
  • S63 Uniform Securities Agent State Law Examination
    2016-07-14
Other Names
  • Jacqueline Perez
  • Jaquelyn Perez
  • Jaquelyn Singh
  • Jaquelyn Manpreet Singh
  • Jackie Singh
  • Jaquelyn M Singh

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