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Jason Matthew Adamcik

Wells Fargo Clearing Services, LLC

Southlake, TX

Dallas, TX

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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
TX RA APPROVED 2026-06-25
  • TX RA
    APPROVED
    Since 2026-06-25

Branch Locations

550 Reserve St Ste 500 [Uo-Rbo], Southlake, TX 76092 • United States

2222 Mckinney Ave Ste 300, Dallas, TX 75201 • 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
Bb&T Garland TX 04/2016 01/2019
Bbtis Charlotte NC 04/2016 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 07/2020
Bb&T Plano TX 01/2019 07/2021
Truist Investment Services, Inc. Plano TX 02/2021 06/2026
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2026
Wells Fargo Clearing Services, Llc Fort Worth TX 06/2026 Present
  • 04/2016 → 01/2019
    Bb&T
    Garland, TX
  • 04/2016 → 02/2021
    Bbtis
    Charlotte, NC
  • 01/2018 → 07/2020
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 07/2021
    Bb&T
    Plano, TX
  • 02/2021 → 06/2026
    Truist Investment Services, Inc.
    Plano, TX
  • 02/2021 → 06/2026
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 06/2026 → Present
    Wells Fargo Clearing Services, Llc
    Fort Worth, TX
Previous Registrations
  • 2021-02-17 → 2026-05-07
    Truist Advisory Services, Inc.
    Atlanta, GA
    Dallas, TX
    Plano, TX
    Allen, TX
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Allen, TX
    Plano, TX
    Richmond, VA
  • 2016-04-15 → 2018-01-02
    Bb&T Investment Services, Inc.
    Dallas, TX
    Charlotte, NC
    Garland, TX
    Allen, TX
  • 2012-10-01 → 2016-04-06
    J.P. Morgan Securities Llc
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Addison, TX
    Dallas, TX
    Plano, TX
  • 2011-08-15 → 2012-10-01
    Chase Investment Services Corp.
    Dallas, TX
    Dallas, TX
    Dallas, TX
  • 2007-05-29 → 2011-07-29
    Citigroup Global Markets Inc.
    San Antonio, TX
    Long Island City, NY
    San Antonio, TX
    Highland Village, TX
    Allen, TX
  • 2006-12-04 → 2007-05-29
    Citicorp Investment Services
    Allen, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-01
S63 Uniform Securities Agent State Law Examination 2000-12-18
  • S65 Uniform Investment Adviser Law Examination
    2006-12-01
  • S63 Uniform Securities Agent State Law Examination
    2000-12-18

View on SEC IAPD

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