Alan Holden Weber

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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-04
IA	RA	APPROVED	2022-06-29

TX RA
APPROVED

Since 2022-10-04
IA RA
APPROVED

Since 2022-06-29

Branch Locations

101 S Cherry St #3, Mt. Pleasant, IA 52641 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2015	06/2022
Wells Fargo Clearing Services, Llc	Coralville	IA	06/2022	Present

05/2015 → 06/2022

Edward Jones

St Louis, MO
06/2022 → Present

Wells Fargo Clearing Services, Llc

Coralville, IA

Previous Registrations

2015-09-11 → 2022-06-30

Edward Jones

Coralville, IA

Coralville, IA

Coralville, IA

St Louis, MO

Iowa City, IA

Other Businesses

POWER OF ATTORNEY FOR AUNT; INV RELATED; KEOKUK, IA; HELP HER PAY BILLS AND TAXES; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-21

S66 Uniform Combined State Law Examination

2015-07-21

Designations

Certified Financial Planner

Other Names

Alan Weber
Alan Holden Weber

View on SEC IAPD