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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
1752 Biscayne Blvd, Miami, FL 33132 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 12/2013 | 08/2018 |
| Jp Morgan Chase Bank | New York | NY | 12/2013 | 08/2018 |
| Jpmorgan Chase Bank, Na | Chicago | IL | 09/2018 | 06/2019 |
| Jp Morgan Securities Llc | Chicago | IL | 09/2018 | 06/2019 |
| Jp Morgan Chase Bank, N.A. | Pembroke Pines | FL | 06/2019 | 09/2025 |
| Jp Morgan Securities Llc | Pembroke Pines | FL | 06/2019 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-27 |
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