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Jared M Plushnick

Wells Fargo Clearing Services, LLC

Bethesda, MD

CRD 4833702

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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:

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
TX RA APPROVED 2021-05-28
MD RA APPROVED 2021-05-19
  • TX RA
    APPROVED
    Since 2021-05-28
  • MD RA
    APPROVED
    Since 2021-05-19

Branch Locations

7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • 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
Wells Fargo Clearing Services, Llc Bethesda MD 04/2021 Present
Wkrn-Tv News 2 Abc Nashville TN 04/2017 08/2020
Kvue-Tv Abc Austin TX 10/2014 04/2017
Unemployed Nashville TN 08/2020 04/2021
  • 04/2021 → Present
    Wells Fargo Clearing Services, Llc
    Bethesda, MD
  • 04/2017 → 08/2020
    Wkrn-Tv News 2 Abc
    Nashville, TN
  • 10/2014 → 04/2017
    Kvue-Tv Abc
    Austin, TX
  • 08/2020 → 04/2021
    Unemployed
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-19
  • S66 Uniform Combined State Law Examination
    2021-05-19
Designations
  • Certified Financial Planner
Other Names
  • Jared Michael Plushnick
  • Jared Plushnick

View on SEC IAPD

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Nearby Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY

Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

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