Best Investors Account Sign in

Jonathan M Poblete

Wells Fargo Clearing Services, LLC

San Antonio, TX

San Antonio, TX

San Antonio, TX

San Antonio, TX

China Grove, TX

Claim This Profile
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 2013-08-23
  • TX RA
    APPROVED
    Since 2013-08-23

Branch Locations

10999 Interstate 10 5Th Fl [Ta-Rbo], San Antonio, TX 78230 • United States

10659 Culebra Rd, San Antonio, TX 78251 • United States

11039 Potranco Rd, San Antonio, TX 78251 • United States

11398 Bandera Rd Bldg 8, San Antonio, TX 78250 • United States

6839 Us Highway 87 E, China Grove, TX 78263 • 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 San Antonio TX 08/2013 11/2016
Wells Fargo Clearing Services, Llc San Antonio TX 11/2016 Present
Previous Registrations
  • 2007-05-29 → 2013-09-05
    Citigroup Global Markets Inc.
    Chicago, IL
    Long Island City, NY
    Tampa, FL
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2004-01-06 → 2007-05-29
    Citicorp Investment Services
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-08
S63 Uniform Securities Agent State Law Examination 1999-09-22
  • S65 Uniform Investment Adviser Law Examination
    2001-05-08
  • S63 Uniform Securities Agent State Law Examination
    1999-09-22

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor