MJ
MJ

Mara Jackson

5 Years of Experience
South Jordan, UT
Broker

Mara Jackson is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

680 West 10000 South, South Jordan, UT, 84095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mara works as a contractor for a laundry service and a recreation company, and as a babysitter. She also works as a contractor for Uber, which is investment-related, and spends about a quarter of her time on childcare.

Employment History
Current Registrations
Morgan StanleyBroker
October 2023 - Present · 2 yrs 6 mos
Morgan Stanley
October 2023 - Present · 2 yrs 6 mos
Morgan Stanley
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2021 - June 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
August 2020 - June 2022 · 1 yr 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2018 - September 2019 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.