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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
FL RA APPROVED 2025-09-15
  • FL RA
    APPROVED
    Since 2025-09-15

Branch Locations

11710 Us Hwy 1, Palm Beach Gardens, FL 33408 • United States

1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States

500 Us Hwy 1, North Palm Beach, FL 33408 • United States

1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • 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
Jp Morgan Chase Bank Boca Raton FL 05/2016 09/2016
Jp Morgan Securities Llc Boca Raton FL 05/2016 09/2016
Wells Fargo Clearing Services, Llc Palm Beach FL 03/2021 Present
Wells Fargo Bank, Na Palm Beach FL 09/2016 03/2021
  • 05/2016 → 09/2016
    Jp Morgan Chase Bank
    Boca Raton, FL
  • 05/2016 → 09/2016
    Jp Morgan Securities Llc
    Boca Raton, FL
  • 03/2021 → Present
    Palm Beach, FL
  • 09/2016 → 03/2021
    Wells Fargo Bank, Na
    Palm Beach, FL
Other Businesses

RENTAL PROPERTY -EL; INV RELATED; WEST PALM BEACH,FL; RENTAL PRO;100% OWNERSHIP; START DATE: 12/01/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
S63 Uniform Securities Agent State Law Examination 2012-05-08
  • S66 Uniform Combined State Law Examination
    2025-09-12
  • S63 Uniform Securities Agent State Law Examination
    2012-05-08
Other Names
  • Jeffrey Lee Lisea
  • Jeff Lisea

View on SEC IAPD

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