Adam Jeffrey Fullmer

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

• 12/2014 → 02/2017
  Yellowstone Partners, Llc
  Logan, UT
• 02/2017 → 07/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2014 → 06/2018
  Wealth Advocates
  Logan, UT
• 06/2018 → 01/2019
  Mercer Global Advisors Inc.
  Boulder, CO
• 07/2019 → Present
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 02/2019 → 06/2019
  Unemployed
  Superior, CO

Previous Registrations

• 2018-07-25 → 2019-02-01
  Mercer Global Advisors Inc.
  Boulder, CO
• 2017-02-09 → 2018-07-19
  Cambridge Investment Research Advisors, Inc.
  Logan, UT
  Las Vegas, NV
  Logan, UT
• 2015-11-16 → 2017-05-15
  Yellowstone Partners
  Logan, UT

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-17
• S65 Uniform Investment Adviser Law Examination
  2015-11-16

Designations

• Certified Financial Planner

Other Names

• Adam Jeffrey Fullmer
• Adam Fullmer