Jeffrey Vincent Paris

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sonora, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Sonora, CA

Other Businesses

THE MEADOW HOUS, NOT INV RELATED, SONORA, CA, 100% OWNERSHIP, START 4/1/2021, 20 HOURS PER MONTH, ZERO DURING TRADING, FAMILY FARM SELLING PRODUCE AND RAISIGN ANIMALS FOR PURCHASE. TRUSTEE FOR PARENTS TRUST, INV RELATED, THOUSAND OAKS, CA, START: 5/11/2023, 5 HOURS A MONTH, 1 HOUR DURING TRADING. TRUSTEE FOR SPOUSE'S AUNT'S TRUST, INV RELATED, THOUSAND OAKS, CA, START: 4/28/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING. COMMERCIAL RENTAL PROPERTY; INV RELATED; OAKDALE, CA; 100% OWNERSHIP; START DATE 10/11/2024; 10 HOURS PER MONTH; 0 DURING TRADING; OWNER OF COMMERCIAL RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-07
• S63 Uniform Securities Agent State Law Examination
  2001-01-30