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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
MO RA APPROVED 2019-08-22
TX RA APPROVED 2019-08-22
  • MO RA
    APPROVED
    Since 2019-08-22
  • TX RA
    APPROVED
    Since 2019-08-22

Branch Locations

1720 E Bradford Pkwy, Springfield, MO 65804 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfiled MO 06/2003 08/2019
Bank Of America, N.A. Springfield MO 07/2011 08/2019
Wells Fargo Clearing Services Llc Springfield MO 08/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-20
S66 Uniform Combined State Law Examination 2003-08-14
  • S65 Uniform Investment Adviser Law Examination
    2005-09-20
  • S66 Uniform Combined State Law Examination
    2003-08-14
Designations
Other Names
  • Jonathan Morse
  • Jonathan Jay Morse
  • Jonathan Jay Morse

View on SEC IAPD

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