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Brandon Keith Mckown

Wells Fargo Clearing Services, LLC

Wall, NJ

Red Bank, NJ

CRD 2761990

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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:

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_RES 2013-08-19
  • TX RA
    APPROVED_RES
    Since 2013-08-19

Branch Locations

1933 State Route 35 1St Floor, Wall, NJ 07719 • United States

331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • 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
Wachovia Bank, N.A. Wall NJ 10/2010 Present
Wells Fargo Advisors Llc Wall NJ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Wall NJ 11/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-29
S63 Uniform Securities Agent State Law Examination 1999-12-16
  • S66 Uniform Combined State Law Examination
    2021-01-29
  • S63 Uniform Securities Agent State Law Examination
    1999-12-16

View on SEC IAPD

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