Best Investors Account Sign in

Darshi Lakshanthi Jayawardena

Wells Fargo Clearing Services, LLC

Oakhurst, NJ

Middletown, NJ

CRD 4875795

Claim This Profile
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
NJ RA APPROVED 2017-05-22
  • NJ RA
    APPROVED
    Since 2017-05-22

Branch Locations

1600 Highway 35 And Deal Rd [J6/J9-Rbo], Oakhurst, NJ 07755 • United States

857 Route 35, Middletown, NJ 07748 • 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
Pnc Investments Holmdel NJ 10/2004 05/2017
Pnc Financial Services Group Holmdel NJ 09/2000 05/2017
Wells Fargo Bank, Na Spotswood NJ 05/2017 Present
Wells Fargo Clearing Services, Llc Spotswood NJ 05/2017 Present
  • 10/2004 → 05/2017
    Pnc Investments
    Holmdel, NJ
  • 09/2000 → 05/2017
    Pnc Financial Services Group
    Holmdel, NJ
  • 05/2017 → Present
    Wells Fargo Bank, Na
    Spotswood, NJ
  • 05/2017 → Present
    Wells Fargo Clearing Services, Llc
    Spotswood, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-24
S63 Uniform Securities Agent State Law Examination 2005-03-08
  • S65 Uniform Investment Adviser Law Examination
    2007-10-24
  • S63 Uniform Securities Agent State Law Examination
    2005-03-08
Other Names
  • Gunasekera
  • Darshi Jayawardena

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
WESTPEAK FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MARK ALLEN HEREGA
CHRISTOPHER MICHAEL KEEGAN
JAY RAXESHKUMAR SHAH

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · OAKHURST, NJ
WELLS FARGO CLEARING SERVICES, LLC · OAKHURST, NJ
EQUITABLE ADVISORS, LLC · OCEAN, NJ

More in Oakhurst, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor