Jay Robert Beaulieu

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

• 03/2016 → 11/2016
  Wells Fargo Advisors Llc
  Radnor, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Radnor, PA

Previous Registrations

• 2003-01-17 → 2016-03-28
  Credit Suisse Securities (Usa) Llc
  West Conshohocken, PA
  Chicago, IL
  Chicago, IL
• 1999-08-12 → 2003-01-17
  Pershing Llc
  Chicago, IL

Other Businesses

RENTAL PROPERTY; INV RELATED; MURRELLS INLET, SC; 100% OWNERSHIP WITH SPOUSE; START DATE 05/17/2017; NO TIME DEVOTED. SALT AND SAND LLC, INV RELATED, STONE HARBOR, NJ, 100% OWNERSHIP WITH SPOUSE, START 8/12/2018, 5 HOUR PER MONTH, ZERO DURING TRADING, HOLDS VACATION/RENTAL PROPERTY. SURF AND SUN LLC; INV RELATED; JUPITER, FL; 100% OWNERSHIP WITH SPOUSE; LLC TO OWN CONDO IN FLORIDA; START DATE 3/11/2021; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: MANAGER OF LLC.; POWER OF ATTORNEY FOR CHILD, INV RELATED, BERWYN, PA, START: 8/9/2022, 0 HRS/MONTH, 0 HRS DURING TRADING. POWER OF ATTORNEY FOR SON. INVT RELATED, BERWYN, PA, START DATE 10/14/2024, 1 HR PER MONTH, 0 HRS DURING TRADING | RALLIE; NOT INV RELATED; BERWYN, FL; 2% OWNERSHIP; 06/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; WEBSITE AND APP THAT HELPS SHOPPERS FIND THE BEST SPORTS AND CONCERT TICKET PRICES

Exams

• S66 Uniform Combined State Law Examination
  1998-11-07

Other Names

• Jay Beaulieu