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Jason Alexander Kortman

Wells Fargo Clearing Services, LLC

Atlanta, GA

Atlanta, GA

Kennesaw, GA

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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
GA RA APPROVED 2013-09-04
  • GA RA
    APPROVED
    Since 2013-09-04

Branch Locations

3280 Peachtree Rd Ne 4Th Fl [G4-Rbo], Atlanta, GA 30305 • United States

3280 Peachtree Rd Ne Stes 300 & 400 [Support Center], Atlanta, GA 30305 • United States

Kennesaw, GA • 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
Wells Fargo Advisors, Llc Atlanta GA 03/2013 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 Present
Other Businesses

TRUSTEE FOR AUNT, INV RELATED, KENNESAW, GA, START: 2/25/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-03
S63 Uniform Securities Agent State Law Examination 1998-07-02
  • S66 Uniform Combined State Law Examination
    2013-09-03
  • S63 Uniform Securities Agent State Law Examination
    1998-07-02

View on SEC IAPD

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