Quiana Jackson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2021 → 06/2024
  Wells Fargo Bank
  Atlanta, GA
• 07/2021 → 06/2024
  Wells Fargo Clearing Services
  Atlanta, GA
• 06/2020 → 07/2021
  Crif Select
  Atlanta, GA
• 04/2010 → 11/2019
  Wells Fargo Bank
  Atlanta, GA
• 11/2019 → 05/2020
  Unemployed
  Atlanta, GA
• 06/2024 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2021-11-01 → 2024-06-18
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Charlotte, NC
  St. Louis, MO

Other Businesses

*597883 - The Lacy Legacy Company; Investment related -No; Austell, Georgia; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 8; Other *597887 - Black Economics The Financial Journey and Activity Plan to Holistic Health; Investment related -No; Austell, Georgia; Pubished book, which includes royalties, guest appearances such as podcast, book tours and interviews; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 2; Owner and author of book. *597897 - National Coalition of 100 Black Women Metro Atlanta Chapter; Investment related - No; Atlanta, Georgia; Children/Youth, Education, Health and Welfare, Economic Assistance (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 6; Administrative, Labor/Service, Other *597899 - CCCEPA PAPA; Investment related -No; Mableton, Georgia; Public Schools; Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 2; Labor or Service

Exams

• S66 Uniform Combined State Law Examination
  2021-10-29

Other Names

• Quiana Cachet Lacy Canton