Best Investors Account Sign in

Jonathan Edward Brackis

Morgan Stanley

Washington, DC

Charlotte, NC

Charlotte, NC

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-03-15
NC RA APPROVED 2022-02-11
TX RA APPROVED 2022-02-11
  • DC RA
    APPROVED
    Since 2022-03-15
  • NC RA
    APPROVED
    Since 2022-02-11
  • TX RA
    APPROVED
    Since 2022-02-11

Branch Locations

1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

4064 Colony Road Suite 460, Charlotte, NC 28211 • 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
Wachovia Bank, N.A. Charlotte NC 08/2002 02/2022
Wells Fargo Advisors Llc Charlotte NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Charlotte NC 11/2016 02/2022
Morgan Stanley Smith Barney Llc Charlotte NC 02/2022 Present
Morgan Stanley Private Bank, N.A New York NY 02/2022 Present
  • 08/2002 → 02/2022
    Wachovia Bank, N.A.
    Charlotte, NC
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Charlotte, NC
  • 11/2016 → 02/2022
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
  • 02/2022 → Present
    Morgan Stanley Smith Barney Llc
    Charlotte, NC
  • 02/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2009-03-31 → 2022-02-18
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Minneapolis, MN
    Tarpon Springs, FL
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-01
S65 Uniform Investment Adviser Law Examination 2002-06-24
  • S63 Uniform Securities Agent State Law Examination
    2008-08-01
  • S65 Uniform Investment Adviser Law Examination
    2002-06-24
Designations

View on SEC IAPD

Other Firms

BRYSPEN, INCORPORATED
3WIRE INVESTMENT
LPL FINANCIAL LLC
ORIDIAN CAPITAL MANAGEMENT, L.P.
C5 CAPITAL USA LLC
AEB CAPITAL
DOMINION FINANCIAL CONSULTANTS, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS

Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor