Jonathan Pagan

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

• 05/2022 → 05/2026
  Wells Fargo Bank, Na
  Sarasota, FL
• 12/2025 → 05/2026
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
• 07/2019 → 05/2022
  Massey Services
  The Villages, FL
• 08/2015 → 07/2019
  Us Navy
  Kingsbay, GA
• 06/2026 → Present
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-13
• S63 Uniform Securities Agent State Law Examination
  2026-01-28

Other Names

• Jonathan Pagan
• Jonathan Ettiennel Pagan Vera
• Jonathan Pagan Vera