QJ
QJ

Quiana Jackson

4 Years of Experience
Atlanta, GA
Broker

Quiana Jackson is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 4 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
Loading...

Location

3280 Peachtree Road NW, Ste 1700, Southeast - Region 4, Atlanta, GA, 30305

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Quiana is a sole proprietor/owner of The Lacy Legacy Company, a consulting business, and is also the owner and author of a book called Black Economics. She also serves on the advisory board for South Cobb High School, is involved with the National Coalition of 100 Black Women, and is on a committee for CCCEPA PAPA, spending minimal time on each of these activities outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2024 - Present · 2 yrs 1 mo
Morgan Stanley
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
November 2021 - June 2024 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2021 - June 2024 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.