William J Weeks

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1998 → Present
  Wrrg-Tv 5
  Mobile, AL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Pensacola, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Pensacola, FL

Previous Registrations

• 1998-08-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Pensacola, FL
  Pensacola, FL
  St. Louis, MO

Other Businesses

TOWNHOUSE RENTAL, INV RELATED, PENSACOLA, FL, 100% OWNED BY SPOUSE, START 11/2007, 0 HOURS. WSRE-TV; NON INVESTMENT RELATED; PENSACOLA, FL; TELEVISION/BROADCASTING; TELEVISION TALK SHOW HOST; START 9/2009; 10-15 HRS PER MTH/0 DURING MARKET. RENTAL PROPERTY; INVESTMENT RELATED; FARMLAND; DE FUNIAK SPRINGS, FL; 100% OWNERSHIP; START 9/29/2012; 0 HOURS PER MONTH; DUTIES ARE COLLECTING RENT AND PAYING PROPERTY TAXES. WUWF FM RADIO NPR, NOT INV RELATED, PENSACOLA, FL, HOST, START 5/3/2021, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, INTERVIEW PROGRAM. TRIS MUSIC LLC, INV RELATED, PENSACOLA, FL, MANAGER, START 5/3/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, ASSIST IN DAUGHTERS MUSIC BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-19
• S63 Uniform Securities Agent State Law Examination
  1998-08-21

Other Names

• Jeff Weeks
• William Weeks
• Jeff Weeks
• Jeff Weeks
• William Jeff Weeks