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Jordan Elliott Henricks

Wells Fargo Clearing Services, LLC

Oklahoma City, OK

Yukon, OK

CRD 5430049

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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
OK RA APPROVED 2020-06-12
TX RA APPROVED 2020-06-12
  • OK RA
    APPROVED
    Since 2020-06-12
  • TX RA
    APPROVED
    Since 2020-06-12

Branch Locations

211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • United States

Yukon, OK • 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
Edward Jones St Louis MO 03/2008 06/2020
Wells Fargo Clearing Services, Llc Oklahoma City OK 06/2020 Present
Previous Registrations
  • 2008-07-03 → 2020-06-16
    Edward Jones
    St Louis, MO
    Mustang, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-01
  • S66 Uniform Combined State Law Examination
    2008-07-01
Other Names
  • Jordan Elliott Henricks
  • Jordan Henricks

View on SEC IAPD

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