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Jacob Clay Westlund

Wells Fargo Clearing Services, LLC

Park City, UT

CRD 6458188

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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:

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
TX RA APPROVED 2023-05-11
UT RA APPROVED 2017-03-09
  • TX RA
    APPROVED
    Since 2023-05-11
  • UT RA
    APPROVED
    Since 2017-03-09

Branch Locations

1441 W Ute Blvd Ste 380, Park City, UT 84098 • 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
Wells Fargo Advisors, Llc Salt Lake City, UT 03/2015 11/2016
Wells Fargo Clearing Services, Llc Salt Lake City, UT 11/2016 Present
Other Businesses

POWER OF ATTORNEY FOR SISTER; INV. RELATED; KAYSVILLE, UT; START DATE 11/9/2020; 1 HR PER MONTH; 1 HR DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-02
  • S66 Uniform Combined State Law Examination
    2017-03-02
Other Names
  • Jake Westlund
  • Jacob Westlund

View on SEC IAPD

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MORGAN STANLEY

Nearby Investors

JEFFREY MICHAEL GUMESON
KIERSTEN JANAYE ADLING
MICHAEL ALEXANDER RUZEK

Nearby Offices

DECATHLON CAPITAL MANAGEMENT II, LLC · PARK CITY, UT
THE CAPROCK GROUP, LLC · PARK CITY, UT
MORGAN STANLEY · Park City, UT

More in Park City, UT

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