Jaclyn Drake Claus

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-06-13
CT	RA	APPROVED	2022-05-20

TX RA
APPROVED

Since 2022-06-13
CT RA
APPROVED

Since 2022-05-20

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Wellesley	MA	03/2019	Present
Boston Private Wealth Llc	Boston	MA	03/2015	03/2019

03/2019 → Present

Morgan Stanley Smith Barney Llc

Wellesley, MA
03/2015 → 03/2019

Boston Private Wealth Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-20

S66 Uniform Combined State Law Examination

2022-05-20

Other Names

Jaclyn Catherine Drake

View on SEC IAPD

Other Firms

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FOCUS PARTNERS WEALTH, LLC

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COMMONWEALTH FINANCIAL NETWORK

SAVANT WEALTH MANAGEMENT

Other Investors

JEFFREY CHARLES SMITH

CHRISTOPHER KARL GAFFNEY

SHAUN PATRICK THOMPSON

ROBERTO MARIO PANDOLFI

ROBERT STEPHEN ROSELLI

EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA

EQUITABLE ADVISORS, LLC · WELLESLEY, MA

FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

FOCUS PARTNERS WEALTH, LLC · Wellessley, MA

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA

FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA

SLC MANAGEMENT · WELLESLEY HILLS, MA

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