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Jacob Monroe Cohen

Wells Fargo Clearing Services, LLC

Birmingham, AL

Birmingham, AL

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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
AL RA APPROVED 2026-06-26
  • AL RA
    APPROVED
    Since 2026-06-26

Branch Locations

2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • United States

5376 Highway 280, Birmingham, AL 35242 • 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
Wells Fargo Clearing Services, Llc Birmingham AL 03/2026 Present
Wells Fargo Bank, Na Birmingham AL 02/2026 Present
Trustmark Bank Birmingham AL 05/2024 01/2026
American Pacific Mortgage Birmingham AL 02/2023 04/2024
Goldwater Bank Birmingham AL 09/2015 01/2023
  • 03/2026 → Present
    Wells Fargo Clearing Services, Llc
    Birmingham, AL
  • 02/2026 → Present
    Wells Fargo Bank, Na
    Birmingham, AL
  • 05/2024 → 01/2026
    Trustmark Bank
    Birmingham, AL
  • 02/2023 → 04/2024
    American Pacific Mortgage
    Birmingham, AL
  • 09/2015 → 01/2023
    Goldwater Bank
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-26
S63 Uniform Securities Agent State Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-26
  • S63 Uniform Securities Agent State Law Examination
    2026-06-02
Other Names
  • Jacob Monroe Cohen
  • Jacob M Cohen

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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