Best Investors Account Sign in

Jeffrey M Piliero

Wells Fargo Clearing Services, LLC

St. Louis, MO

Boca Raton, FL

Tacoma, WA

Boynton Beach , FL

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
FL RA APPROVED 2026-04-29
TX RA APPROVED 2026-04-28
  • FL RA
    APPROVED
    Since 2026-04-29
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States

1201 Pacific Ave, Tacoma, WA 98402 • United States

Boynton Beach , FL • 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
Suntrust Investment Services, Inc. Atlanta GA 04/2014 03/2017
Suntrust Bank Boca Raton FL 04/2014 03/2017
Suntrust Advisory Services Atlanta GA 09/2016 03/2017
Wells Fargo Bank Palm Beach FL 04/2017 Present
Wells Fargo Clearing Services Palm Beach FL 02/2021 07/2021
Wells Fargo Clearing Services Boca Raton FL 04/2026 Present
  • 04/2014 → 03/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 04/2014 → 03/2017
    Suntrust Bank
    Boca Raton, FL
  • 09/2016 → 03/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 04/2017 → Present
    Wells Fargo Bank
    Palm Beach, FL
  • 02/2021 → 07/2021
    Wells Fargo Clearing Services
    Palm Beach, FL
  • 04/2026 → Present
    Wells Fargo Clearing Services
    Boca Raton, FL
Previous Registrations
  • 2016-09-09 → 2017-05-10
    Truist Advisory Services, Inc.
    Boca Raton, FL
    Palm Beach, FL
  • 2014-07-23 → 2016-12-31
    Truist Investment Services, Inc.
    Boca Raton, FL
    Palm Beach, FL
    Boca Raton, FL
  • 2009-05-06 → 2010-01-25
    Wells Fargo Clearing Services, Llc
    Palm Beach, FL
    Charlotte, NC
    Boca Raton, FL
  • 2009-01-22 → 2009-02-24
    Barclays Capital Inc.
    Palm Beach, FL
  • 2007-08-06 → 2008-10-15
    Lehman Brothers Inc.
    New York, NY
    Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
S63 Uniform Securities Agent State Law Examination 2014-06-02
  • S66 Uniform Combined State Law Examination
    2026-06-01
  • S63 Uniform Securities Agent State Law Examination
    2014-06-02
Designations
Other Names
  • Jeffrey Matthew Piliero
  • Jeffrey Matthew Piliero

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor