James Craig Stretch

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

• 06/2014 → 09/2016
  Glenmede
  Philadelphia, PA
• 03/2017 → 02/2022
  Nationwide Investment Services Corp
  Columbus, OH
• 12/2006 → 02/2017
  Stretch Systems
  Narbertrh, PA
• 02/2022 → 05/2023
  Prudential Insurance Company Of America
  Warrington, PA
• 02/2022 → 05/2023
  Pruco Securities, Llc.
  Warrington, PA
• 05/2023 → Present
  Wells Fargo Clearing Services, Llc
  Wayne, PA
• 05/2023 → Present
  Wells Fargo Bank, Na
  Wayne, PA

Previous Registrations

• 2022-04-29 → 2023-05-25
  Pruco Securities, Llc.
  Warrington, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-13
• S63 Uniform Securities Agent State Law Examination
  2017-10-20

Designations

• Chartered Financial Consultant

Other Names

• James C Stretch
• James Craig Stretch
• James Craig Stretch