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Jessica Laura Everitt

Wells Fargo Clearing Services, LLC

Southlake, 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 2019-04-26
  • TX RA
    APPROVED
    Since 2019-04-26

Branch Locations

550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • 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
Morgan Stanley & Co, Inc. Arlington TX 10/2007 04/2019
Morgan Stanley Smith Barney Tyler TX 06/2009 04/2019
Wells Fargo Clearing Services Llc Southlake TX 04/2019 Present
  • 10/2007 → 04/2019
    Morgan Stanley & Co, Inc.
    Arlington, TX
  • 06/2009 → 04/2019
    Morgan Stanley Smith Barney
    Tyler, TX
  • 04/2019 → Present
    Wells Fargo Clearing Services Llc
    Southlake, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-11
S63 Uniform Securities Agent State Law Examination 2001-03-12
  • S65 Uniform Investment Adviser Law Examination
    2004-08-11
  • S63 Uniform Securities Agent State Law Examination
    2001-03-12
Other Names
  • Jessica Burton
  • Jessica Everitt

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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