Jeff Evan Chanin

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

• 08/2012 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Springs, FL
• 11/2012 → 10/2019
  Bank Of America,N.A
  Coral Springs, FL
• 10/2019 → Present
  Wells Fargo Clearing Services, Llc
  Coral Springs, FL

Previous Registrations

• 2012-09-04 → 2019-10-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plantation, FL
• 2009-06-01 → 2012-09-11
  Morgan Stanley
  Plantation, FL
• 2007-08-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Plantation, FL
  Coral Springs, FL
• 2007-04-02 → 2007-08-08
  Morgan Stanley & Co. Llc
  Boca Raton, FL
• 2003-05-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Boca Raton, FL
  Coral Springs, FL
  Coralsprings, FL
• 1999-11-02 → 2003-05-09
  Prudential Equity Group, Llc
  Coral Springs, FL

Other Businesses

FREELANCE TENNIS INSTRUCTOR, NOT INV RELATED, PARKLAND, FL, TENNIS INSTRUCTOR, START 10/25/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, TEACHING TENNIS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1998-10-27

Other Names

• Jeff E Chanin