Johanna Grace Jackson

CRD 3143559 · Wells Fargo Advisors · Aston, PA

IA RegisteredBroker

Also appears in the source record as: Johanna G Basaure; Johanna Grace Basaure; Johanna G. B. Jackson; Johanna Gb Jackson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (17): Arizona · California · Colorado · Delaware · Florida · Georgia · Maryland · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (9)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Aston, PA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Aston, PA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Aston, PA · IA capacity

start not retrieved → present
Morgan Stanley
Greenville, DE · IA capacity

Jun 1, 2009 → Jan 28, 2025
Morgan Stanley
Greenville, DE · BC capacity

Jun 1, 2009 → Jan 28, 2025
Morgan Stanley & Co. Incorporated
Wilmington, DE · IA capacity

Dec 19, 2008 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Wilmington, DE · BC capacity

Dec 19, 2008 → Jun 1, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wilmington, DE · IA capacity

Jun 15, 1999 → Dec 16, 2008
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wilmington, DE · BC capacity

Jan 27, 1999 → Dec 16, 2008

Source & corrections

Where this page comes from

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