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Jeffrey Jay Monson

Wells Fargo Clearing Services, LLC

Saint George, UT

Salt Lake City, UT

Salt Lake City, UT

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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
UT RA APPROVED 2011-01-03
  • UT RA
    APPROVED
    Since 2011-01-03

Branch Locations

1 S Main St, Saint George, UT 84770 • United States

299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States

299 S Main St 1St Fl Bank, Salt Lake City, UT 84111 • 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
Wells Fargo Advisors Llc St. George UT 01/2011 11/2016
Wells Fargo Clearing Services, Llc St. George UT 11/2016 Present
Previous Registrations
  • 2008-01-30 → 2011-01-03
    Wells Fargo Investments, Llc
    St. George, UT
Other Businesses

POWER OF ATTORNEY FOR SPOUSE; INV RELATED; WASHINGTON, UT; START 8/2022; LESS THAN 1 HR PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-09
S63 Uniform Securities Agent State Law Examination 2001-02-27
  • S66 Uniform Combined State Law Examination
    2014-05-09
  • S63 Uniform Securities Agent State Law Examination
    2001-02-27
Designations
Other Names
  • Jeffrey J Monson

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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HEATON FINANCIAL, PC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WESTERN WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
MANAGED WEALTH ADVANTAGE, LLC

Other Investors

Pamela Heath
JENNIFER N MADSEN
Nicholas Olsen
Brendon Brett Sorenson
JUSTIN WILLIAM BANDLEY
Shane Shirley Bartholomew
MARK DAVID ARMSTRONG
ZAKKARY H FUCHS

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT GEORGE, UT
LPL FINANCIAL LLC · SAINT GEORGE, UT
WELLS FARGO CLEARING SERVICES, LLC · SAINT GEORGE, UT
HEATON FINANCIAL, PC · ST. GEORGE, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ST GEORGE, UT
WESTERN WEALTH MANAGEMENT LLC · Saint George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT

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