William David Jarry

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

• 03/2013 → 06/2023
  Bny Mellon
  Boston, MA
• 02/2015 → 06/2023
  Mbsc Securities Corporation
  Boston, MA
• 11/2023 → 12/2025
  Ubs Financial Services, Inc.
  Wellesley, MA
• 07/2023 → 10/2023
  Unemployed
  Newton, MA
• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA

Previous Registrations

• 2023-11-28 → 2025-12-11
  Ubs Financial Services Inc.
  Wellesley, MA
  Lincoln, NH
  Newton, MA
• 2010-07-06 → 2013-03-08
  Alliancebernstein L.P.
  Boston, MA

Other Businesses

CONDO RENTAL - MOUNTAIN ; INV RELATED; LINCOLN,NH; SKI CONDO;100% OWNERSHIP; START DATE: 12/10/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02

Other Names

• Bill David Jarry