Jeffrey Robert Welsh

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-01-27
CA	RA	APPROVED	2007-08-21

TX RA
APPROVED_RES

Since 2015-01-27
CA RA
APPROVED

Since 2007-08-21

Branch Locations

5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States

20375 Yorba Linda Blvd, Yorba Linda, CA 92886 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Yorba Linda	CA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Yorba Linda	CA	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Yorba Linda, CA
11/2016 → Present

Wells Fargo Clearing Services, Llc

Yorba Linda, CA

Previous Registrations

1997-07-08 → 2007-08-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Santa Ana, CA

Santa Ana, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1997-10-03

S66 Uniform Combined State Law Examination

1997-10-03

Other Names

Jeffrey R Welsh

View on SEC IAPD

Current Employers

Wells Fargo Clearing Services, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews