Jarret Sedlacek

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 05/2021
  Compass Bank
  Birmingham, AL
• 03/2017 → 05/2021
  Bbva Compass Insurance Agency, Inc,
  Austin, TX
• 03/2017 → 05/2021
  Bbva Securities Inc.
  Benbrook, TX
• 02/2016 → 03/2017
  Powerstar Realty
  Keller, TX
• 07/2018 → 05/2021
  Bbva Wealth Solutions Inc.
  Benbrook, TX
• 05/2021 → Present
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX

Previous Registrations

• 2018-07-20 → 2021-05-07
  Pnc Managed Account Solutions, Inc.
  Benbrook, TX

Other Businesses

DUCKY'S TRADING, LLC, NOT INV RELATED, FORT WORTH, TX, 100% OWNERSHIP, START 09/09/2022, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, RESALE OF TRADING CARDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-20
• S63 Uniform Securities Agent State Law Examination
  2015-02-25

Other Names

• Jarret Steven Sedlacek
• Jarret Sedlacek
• Jarret Stephen Sedlacek