Jill Michelle Bosland

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

• 05/2009 → 08/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Tucson, AZ
• 05/2009 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 05/2017 → 08/2021
  Bbva Wealth Solutions Inc.
  Tucson, AZ
• 08/2021 → 08/2021
  Pnc Investments
  Tucson, AZ
• 08/2021 → Present
  Wells Fargo Clearing Services, Llc
  Tucson, AZ

Previous Registrations

• 2021-08-30 → 2021-09-07
  Pnc Wealth Management Llc
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
• 2017-05-18 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Tucson, AZ

Other Businesses

RENTAL PROPERTY; INV. RELATED; TUCSON,AZ; 100% OWNERSHIP WITH SPOUSE; START DATE 12/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, TUCSON, AZ, 100% OWNERSHIP WITH SPOUSE, START DATE 2/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, MANAGE RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, TUCSON, AZ, 100% OWNERSHIP WITH SPOUSE, START DATE 10/1/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2017-05-17
• S63 Uniform Securities Agent State Law Examination
  1998-10-05

Other Names

• Jill Gonzales