Jason Taylor Smith

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 → 11/2016
  Wells Fargo Advisors Llc
  Saint Louis, MO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO

Other Businesses

SAINT LOUIS METRO UMPIRES ASSOCIATION, NOT INVT RELATED, ST. LOUIS, MO, UMPIRE, START DATE 4/1/2022, 8 HRS PER MONTH, 0 HRS DURING TRADING, OFFICIATE SLOW AND FAST PITCH SOFTBALL GAMES, ATTEND CLINIC MEETINGS. POWER OF ATTORNEY FOR FATHER, INVT RELATED, BALTIMORE, MD, START DATE 6/5/2023, 0 HRS PER MONTH AND DURING TRADING. POWER OF ATTORNEY FOR MOTHER, INVT RELATED, BALTIMORE, MD, START DATE 6/5/2023, 0 HRS PER MONTH AND DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-30