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Ian Matthew Beller

Wells Fargo Clearing Services, LLC

Boca Raton, FL

Boca Raton, FL

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-04-20
FL RA APPROVED 2022-09-09
  • VA RA
    APPROVED
    Since 2023-04-20
  • FL RA
    APPROVED
    Since 2022-09-09

Branch Locations

1675 N Military Trail Ste 500 [D9-Rbo], Boca Raton, FL 33486 • United States

1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Boynton Beach FL 12/2015 06/2022
Wells Fargo Clearing Services, Llc Fort Lauderdale FL 06/2022 Present
Previous Registrations
  • 2015-10-22 → 2022-04-21
    J.P. Morgan Securities Llc
    Miami, FL
    North Miami, FL
    Miami, FL
    Hialeah, FL
    Hialeah, FL
    Hialeah, FL
    Hialeah, FL
    Miami Gardens, FL
    Miami Lakes, FL
    Miami Lakes, FL
    Miami Shores, FL
    Miami Springs, FL
    Miami, FL
    Miami, FL
    North Miami, FL
    Hialeah, FL
    Miami Lakes, FL
    Miami, FL
    Miami, FL
    Plantation, FL
    Davie, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Plantation, FL
    Sunrise, FL
    Sunrise, FL
    Tamarac, FL
    Pembroke Pines, FL
    Cooper City, FL
    Cooper City, FL
    Dania, FL
    Hollywood, FL
    Hollywood, FL
    Miramar, FL
    Miramar, FL
    Pembroke Pines, FL
    Pembroke Pines, FL
    Hollywood, FL
    Davie, FL
    Pembroke Pines, FL
    Pembroke Pines, FL
    Miramar, FL
    Weston, FL
    Weston, FL
    Weston, FL
    Hollywood, FL
    Plantation, FL
    Boynton Beach, FL
    Boca Raton, FL
    Delray Beach, FL
    Boca Raton, FL
    Boca Raton, FL
    Boca Raton, FL
    Boca Raton, FL
    Coconut Creek, FL
    Oakland Park, FL
    Deerfield Beach, FL
    Deerfield Beach, FL
    Boca Raton, FL
    Fort Lauderdale, FL
    Boca Raton, FL
    Pompano Beach, FL
    Boca Raton, FL
    Fort Lauderdale, FL
    Pompano Beach, FL
    Pompano Beach, FL
    Pompano Beach, FL
    Tamarac, FL
    Coral Springs, FL
    North Lauderdale, FL
    Lauderdale Lakes, FL
    Coral Springs, FL
    Sunrise, FL
    Coconut Creek, FL
    Tamarac, FL
    Coral Springs, FL
    Coral Springs, FL
    Delray Beach, FL
    Boynton Beach, FL
    Boca Raton, FL
    Lake Worth, FL
    Cooper City, FL
    Coral Springs, FL
    Boca Raton, FL
    Boca Raton, FL
    Deerfield Beach, FL
    Plantation, FL
    Deerfield Beach, FL
    Plantation, FL
Other Businesses

TBD; NOT INV RELATED;BOYNTON BEACH,FL; REAL ESTATE;50% OWNERSHIP; START DATE: 03/02/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-13
S63 Uniform Securities Agent State Law Examination 2001-03-20
  • S66 Uniform Combined State Law Examination
    2015-10-13
  • S63 Uniform Securities Agent State Law Examination
    2001-03-20
Other Names
  • Ian Beller

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

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Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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