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Jack Rutledge

Wells Fargo Clearing Services, LLC

Temecula, CA

Valley Center, CA

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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
CA RA APPROVED 2020-09-29
TX RA APPROVED_RES 2020-09-29
  • CA RA
    APPROVED
    Since 2020-09-29
  • TX RA
    APPROVED_RES
    Since 2020-09-29

Branch Locations

27555 Ynez Road Ste 120, Temecula, CA 92591 • United States

Valley Center, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Escondido CA 10/2006 09/2020
Bank Of America, N.A. Bonsall CA 07/2011 09/2020
Wells Fargo Clearing Services, Llc San Diego CA 09/2020 Present
  • 10/2006 → 09/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Escondido, CA
  • 07/2011 → 09/2020
    Bank Of America, N.A.
    Bonsall, CA
  • 09/2020 → Present
    Wells Fargo Clearing Services, Llc
    San Diego, CA
Previous Registrations
Other Businesses

RENTAL PROPERTY; INV RELATED; VALLEY CENTER, CA; 100% OWNERSHIP; START DATE 01/01/2021; 0 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-18
  • S66 Uniform Combined State Law Examination
    1998-11-18
Designations

View on SEC IAPD

Other Firms

ENDURING WEALTH ADVISORS
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WOLFGANG CAPITAL
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

MARK RONALD TRACY
MONA HURTADO
RALPH BENDER
AMBER SMITH
RONALD Y HIDAYAT
LEE-ANN HODAPP
TOBY DUANE FERNER
TIFFANY SAXON-SANDOVAL

Other Offices

ENDURING WEALTH ADVISORS · TEMECULA, CA
EDWARD JONES · Temecula, CA
WELLS FARGO CLEARING SERVICES, LLC · TEMECULA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TEMECULA, CA
PARK AVENUE SECURITIES LLC · TEMECULA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Temecula, CA
J.P. MORGAN SECURITIES LLC · TEMECULA, CA
WOLFGANG CAPITAL · TEMECULA, CA

More in Temecula, CA

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