Elizabeth A Weikes

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

• 09/2006 → 02/2026
  J.P. Morgan Securities Llc
  New York, NY
• 10/2010 → 02/2026
  Jpmorgan Chase Bank, Na.
  New York, NY
• 02/2026 → Present
  Wells Fargo Clearing Services, Llc
  New York City, NY

Previous Registrations

• 2016-08-17 → 2026-03-19
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

Entity Name: Kings Trust USA (Formerly Princes Trust) Investment related: No "Address: 287 Park Ave S New York, NY 10010 https://kingstrustglobal.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/21/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I have been a patron of the Kings Trust for 20 years, having first been introduced when I was working for the British Embassy prior to joining Wall Street. The Kings Trust was founded in 1976, by HM King Charles, to help young people transform their lives by developing the confidence and skills to live, learn and earn a living. Current FA on the Trust operating checking account. Less than $100 in fees/commissions generated by client. No securities recommended."

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-05-23

Other Names

• Liz Weikes
• Elizabeth Ann Weikes