John Houston Sowell

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

• 03/2007 → Present
  Amending Homes
  Mckinney, TX
• 03/2014 → 11/2016
  Wells Fargo Advisors, Llc
  San Antonio, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Antonio, TX

Previous Registrations

• 2011-09-28 → 2014-03-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Midland, TX
• 2011-01-03 → 2011-10-05
  Wells Fargo Clearing Services, Llc
  Midland, TX
• 2009-04-08 → 2011-01-03
  Wells Fargo Investments, Llc
  Midland, TX

Other Businesses

JHS REAL ESTATE; INV. RELATED; PORTLAND, TX; OWNER; START DATE 1/2017; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: BUYING, SELLING, AND/OR RENTING PROPERTIES. ROYAL PAYMENTS FROM MINERAL RIGHTS; NOT INV. RELATED; CHEROKEE,TX; START DATE 01/07/2019; NUMBER OF HOURS PER MONTH0; NUMBER OF HOURS DURING TRADING 0; NONE. FIRST BAPTISH CHURCH PORTLAND, INVT RELATED, PORTLAND, TX, STEWARDSHIP COMMITTEE, START DATE 1/2/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING AND APPROVING THE FINANCES FOR CHURCH. REVIEWING THE BUDGET FOR THE CHURCH AND APPROVE OR DECLINE CHURCH PROJECTS. | SOWELL RANCH EXOTICS, LLC; NOT INV RELATED; ROCKSPRINGS, TX; 50% OWNERSHIP; 02/17/2025; 36 HOURS PER MONTH; NO HOURS DURING TRADING; RAISE ANIMALS POWER OF ATTORNEY FOR FATHER; INV RELATED; PORTLAND, TX; POA; START DATE: 09/22/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2009-04-07
• S63 Uniform Securities Agent State Law Examination
  2003-10-27

Other Names

• John H Sowell