Michele Kathryn Green

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

• 01/2012 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Costa Mesa, CA
• 04/2012 → 08/2018
  Bank Of America, N.A.
  Costa Mesa, CA
• 08/2018 → 11/2022
  Jp Morgan Securities, Llc
  Newport Beach, CA
• 08/2018 → 11/2022
  Jp Morgan Chase Bank, N.A.
  Newport Beach, CA
• 11/2022 → 12/2025
  Wells Fargo Clearing Services
  Los Angeles, CA
• 03/2026 → Present
  Wells Fargo Clearing Services
  Irvine, CA

Previous Registrations

• 2022-12-22 → 2026-01-09
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  St. Louis, MO
• 2018-08-28 → 2022-11-19
  J.P. Morgan Securities Llc
  Newport Beach, CA
  Costa Mesa, CA
  New York, NY
• 2012-03-06 → 2018-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Newport Beach, CA
  Newport Beach, CA
  Newport Beach, CA
  Lake Forest, CA
  Lake Forest, CA
  Newport Beach, CA
  Costa Mesa, CA
  Mission Viejo, CA
• 2010-11-18 → 2012-01-27
  Lpl Financial Llc
  Irvine, CA
• 2007-03-05 → 2010-11-11
  Waddell & Reed
  Irvine, CA

Other Businesses

MULTI UNIT RENTAL PROPERTY, INVT RELATED, LAKE ELSINORE, CA, 100% OWNERSHIP, START DATE 5/5/2016, 5 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-02

Other Names

• Michele Kathryn Green
• Michele Kathryn Green
• Michele K Green