Bryce Jacob Bordwell

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

• 05/2012 → 11/2016
  Wells Fargo Advisors
  Newport Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA

Previous Registrations

• 2007-10-19 → 2012-05-24
  Citigroup Global Markets Inc.
  Costa Mesa, CA
  San Jose, CA
  Corona Del Mar, CA
  Costa Mesa, CA
  Newport Beach, CA
  San Diego, CA
  Newport Beach, CA
  San Juan Capistrano, CA
  Fountain Valley, CA
  San Juan Capistrano, CA
  Palm Beach Gardens, FL
  San Francisco, CA
  Fountain Valley, CA
  Corona Del Mar, CA
  Riverside, CA
  San Francisco, CA
• 2006-07-24 → 2007-10-17
  U.S. Bancorp Advisors, Llc
  Newport Beach, CA
  Newport Beach, CA
  Newport Beach, CA
  Newport Beach, CA
  Irvine, CA
• 2005-02-11 → 2006-06-05
  Morgan Stanley Dw Inc.
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-02-10

Other Names

• Bryce Bordwell
• Bryce J Bordwell