Ethan Weksler

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

• 07/2022 → 09/2024
  J.P. Morgan Securities Llc
  New York, NY
• 07/2022 → 09/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2021 → 07/2021
  Stifel Financial Corp.
  New York, NY
• 06/2020 → 07/2020
  Stifel Financial Corp.
  New York, NY
• 09/2018 → 05/2022
  University Of Wisconsin - Madison
  Madison, WI
• 06/2022 → 06/2022
  Unemployed
  New York, NY
• 07/2012 → 08/2018
  Unemployed
  New York, NY
• 09/2024 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2022-09-02 → 2024-09-27
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

BRUCE STRUCTURE CORP & SUBSIDIARIES CORP; INV RELATED; BROOKLYN, NY; 1.58% OWNERSHIP; START DATE 4/10/2000; 5 HOURS PER MONTH; 0 DURING TRADING; NON-DECISION-MAKING OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-02

Other Names

• Ethan Weksler
• Ethan H Weksler