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Jose Johnson Granados Perez

Wells Fargo Clearing Services, LLC

Lenoir, NC

Charlotte, NC

Wilkesboro, NC

CRD 7225530

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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
NC RA APPROVED 2022-08-08
  • NC RA
    APPROVED
    Since 2022-08-08

Branch Locations

1005 Blowing Rock Blvd, Lenoir, NC 28645 • United States

550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States

1899 Us Hwy 421, Wilkesboro, NC 28697 • 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 Bank, Na Wilkesboro NC 11/2017 Present
Wells Fargo Clearing Services, Llc Wilkesboro NC 02/2020 12/2020
Bob Young Appliances Wilkesboro NC 11/2015 11/2017
Wells Fargo Clearing Services, Llc Wilkesboro NC 06/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
S63 Uniform Securities Agent State Law Examination 2022-07-14
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2022-07-14
Other Names
  • Jose Granadosperez
  • Jose Johnson Granados Perez
  • Jose Granados
  • Jose J Granadosperez

View on SEC IAPD

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LPL ENTERPRISE, LLC
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Nearby Investors

ROBERT ONEIL FLOYD
JUSTIN JORDAN LONG
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Nearby Offices

LPL ENTERPRISE, LLC · LENOIR, NC
EDWARD JONES · LENOIR, NC
LPL FINANCIAL LLC · LENOIR, NC

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