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Christina L Jimison

Wells Fargo Clearing Services, LLC

Cincinnati, OH

CRD 2828789

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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 2026-06-05
  • TX RA
    APPROVED_RES
    Since 2026-06-05

Branch Locations

255 E 5Th St Ste 1400, Cincinnati, OH 45202 • 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
The O.N. Equity Sales Company Cincinnati OH 11/1996 04/2022
Wells Fargo Clearing Services, Llc Cincinnati OH 04/2022 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-08-29
Other Names
  • Christina Lynn Jimison
  • Christina Lynn Mcbee

View on SEC IAPD

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