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Josef Henry Young

Wells Fargo Clearing Services, LLC

Jacksonville, FL

Jacksonville, FL

CRD 5993131

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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
TX RA APPROVED_RES 2021-01-13
FL RA APPROVED 2012-08-14
  • TX RA
    APPROVED_RES
    Since 2021-01-13
  • FL RA
    APPROVED
    Since 2012-08-14

Branch Locations

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States

2841 County Road 210 W, Jacksonville, FL 32259 • 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 Bank Na Jacksonville FL 05/2010 Present
Wells Fargo Advisors Llc Jacksonville FL 10/2011 11/2016
Wells Fargo Clearing Services, Llc Jacksonville FL 11/2016 Present
  • 05/2010 → Present
    Wells Fargo Bank Na
    Jacksonville, FL
  • 10/2011 → 11/2016
    Wells Fargo Advisors Llc
    Jacksonville, FL
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-11
S63 Uniform Securities Agent State Law Examination 2011-12-15
  • S66 Uniform Combined State Law Examination
    2012-08-11
  • S63 Uniform Securities Agent State Law Examination
    2011-12-15
Designations
  • Certified Financial Planner
Other Names
  • Joe Young

View on SEC IAPD

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Nearby Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
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Nearby Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL

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