John F Deluca

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

• 01/2013 → 11/2016
  Wells Fargo Advisors Llc
  Garden City, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Garden City, NY

Other Businesses

DOCUMENT AGILITY, INV RELATED, LAKE MARY, FL, 33% OWNERSHIP, START 3/13/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, SOFTWARE. LOAN, INV RELATED, BALTIMORE, NY, START 2/19/2020, 0 HRS/MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, MONTAUK, NY, 40% OWNERSHIP, START 5/28/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, NO DUTIES. JS DELUCA & ASSOCIATES INC., NOT INV RELATED, ROCKVILLE CENTRE, NY, 33.33% OWNERSHIP, START 1/8/2016, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS DOCUMENT AGILITY. 18 BIG REED PATH LLC; INV. RELATED; MONTAUK, NY; 100% OWNERSHIP; HOLDING FOR HOME IN MONTAUK; START DATE 11/1/2022; 0 HRS PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-23

Other Names

• John F Deluca
• John Francis Deluca