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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-31 |
| TX | RA | APPROVED_RES | 2023-07-31 |
Branch Locations
1 W Railroad, Tenafly, NJ 07670 • United States
51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Edgewater | NJ | 01/2016 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 07/2023 | Present |
RENTAL PROPERTY; INV RELATED; CLIFFSIDE PARK,NJ; 100% OWNERSHIP WITH SPOUSE; START 03/15/2024; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD. HERITAGE HOME CHEF SERVICES LLC; INV RELATED;DURHAM,NC; HOME COOKING SERVICES;50% OWNERSHIP; START DATE: 05/25/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - PALMETTO DUNES; INV RELATED;HILTON HEAD,SC; SHORT TERM RENTAL;100% OWNERSHIP; START DATE: 9/15/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-19 |
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