Karen Alison Macnair

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

• 10/2008 → 01/2022
  Silpada Jewelry Designs
  Lenexa, KS
• 09/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Jacksonsville, FL
• 11/2016 → 01/2022
  Wells Fargo Clearing Services, Llc
  Jacksonsville, FL
• 01/2022 → Present
  Morgan Stanley
  Amelia Island, FL

Previous Registrations

• 2020-08-06 → 2022-01-13
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Fernandina Beach, FL
  Raleigh, NC

Other Businesses

*480473 - The Amelia Island Dance Festival; Investment related - No; Fernandina Beach, Florida; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 6; Accounting/Bookkeeping *484268 - eBay; Investment related - No; Fernandina Beach, Florida; Retail/Online Stores; Seller (proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 20;Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2022-09-21
• S63 Uniform Securities Agent State Law Examination
  2013-11-21

Other Names

• Karen Jones
• Karen Alison Macnair
• Karen Macnair