Best Investors Account Sign in

Wendy Lynn Jershky

Wells Fargo Clearing Services, LLC

Philadelphia, PA

Newtown Square, PA

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
PA RA APPROVED 2021-02-09
  • PA RA
    APPROVED
    Since 2021-02-09

Branch Locations

100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States

3515 West Chester Pike, Newtown Square, PA 19073 • 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. Havertown PA 06/2002 Present
Wells Fargo Advisors Llc Havertown PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Havertown PA 11/2016 Present
  • 06/2002 → Present
    Wachovia Bank, N.A.
    Havertown, PA
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Havertown, PA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Havertown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-09
S63 Uniform Securities Agent State Law Examination 1996-12-12
  • S66 Uniform Combined State Law Examination
    2021-02-09
  • S63 Uniform Securities Agent State Law Examination
    1996-12-12

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor