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Jonathan Robert Goldman

Wells Fargo Clearing Services, LLC

Bala Cynwyd, PA

Radnor, PA

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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
PA RA APPROVED 2010-08-26
  • PA RA
    APPROVED
    Since 2010-08-26

Branch Locations

307 Levering Mill Rd, Bala Cynwyd, PA 19004 • United States

150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • 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
Wachovia Bank, N.A. Jenkintown PA 07/2010 Present
Wells Fargo Advisors Llc Jenkintown PA 07/2010 11/2016
Wells Fargo Clearing Services, Llc Jenkintown PA 11/2016 Present
  • 07/2010 → Present
    Wachovia Bank, N.A.
    Jenkintown, PA
  • 07/2010 → 11/2016
    Wells Fargo Advisors Llc
    Jenkintown, PA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Jenkintown, PA
Previous Registrations
Other Businesses

POWER OF ATTORNEY FOR SPOUSE, INV RELATED, VILLANOVA, PA, START: 8/1/2021, 1 HR/MONTH, 1 HR DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-18
  • S66 Uniform Combined State Law Examination
    2004-08-18
Other Names
  • Jon Goldman
  • Jonathan Goldman

View on SEC IAPD

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Other Offices

AWH FINANCIAL, LLC · BALA CYNWYD, PA
PST ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA
OSAIC WEALTH, INC. · Bala Cynwyd, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
OUP MANAGEMENT CO., LLC · BALA CYNWYD, PA

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