Johanna Grace Jackson

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

• 06/2009 → 01/2025
  Morgan Stanley Smith Barney
  Wilmington, DE
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Radnor, PA

Previous Registrations

• 2009-06-01 → 2025-01-28
  Morgan Stanley
  Greenville, DE
  Greenville, DE
• 2008-12-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wilmington, DE
• 1999-06-15 → 2008-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
  Wilmington, DE

Other Businesses

*359677 - JOHANNA GB JACKSON LLC; Investment related: Yes; WILMINGTON, Delaware; Corporate Coaching/Life Coaching; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 20; Corporate Coaching/Life Coaching *373968 - Johanna GB Jackson LLC; Investment Related - Yes; WILMINGTON, Delaware; Coaching, Meditation, Event Planning, App, Blogging; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2019; During Business Hours: 0; After Business Hours: 20; Labor/Service *404754 - ORDAINED MINISTER; Investment related No; Wilmington, DE; Civic/Religious/Community; Ordained Minister (proprietor, partner, officer, director, employee, trustee, agent); August 2020; During business hours: 0; After business hours:3. .

Exams

• S66 Uniform Combined State Law Examination
  1999-06-01

Other Names

• Johanna G Basaure
• Johanna Grace Basaure
• Johanna G. B. Jackson
• Johanna Grace Jackson
• Johanna Gb Jackson