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CRD 6040658
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
350 E Las Olas Blvd Ste 100, Fort Lauderdale, FL 33301 • United States
502 N Federal Hwy, Fort Lauderdale, FL 33301 • United States
3600 N Ocean Blvd, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Oakland Park | FL | 05/2011 | 07/2021 |
| J.P. Morgan Securities Llc | Oakland Park | FL | 10/2012 | 07/2021 |
| Wells Fargo Bank, Na | Delray Beach | FL | 07/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davie | FL | 08/2022 | 01/2024 |
| J.P. Morgan Securities Llc | Fort Lauderdale | FL | 01/2024 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Fort Lauderdale | FL | 01/2024 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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