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John Francis Monahan

Wells Fargo Clearing Services, LLC

Pittsburgh, PA

CRD 7341083

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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
TX RA APPROVED 2025-02-27
PA RA APPROVED 2025-01-02
  • TX RA
    APPROVED
    Since 2025-02-27
  • PA RA
    APPROVED
    Since 2025-01-02

Branch Locations

301 Grant St Ste 3600 [Lz-Rbo], Pittsburgh, PA 15219 • 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
Fox Chapel Golf Club Pittsburgh PA 10/2015 08/2019
Mystic Barrels Springdale PA 08/2019 11/2020
Student Allison Park PA 11/2020 05/2024
Wells Fargo Clearing Services, Llc Pittsburgh PA 07/2024 Present
Bny Mellon Pittsburgh PA 08/2021 06/2024
  • 10/2015 → 08/2019
    Fox Chapel Golf Club
    Pittsburgh, PA
  • 08/2019 → 11/2020
    Mystic Barrels
    Springdale, PA
  • 11/2020 → 05/2024
    Student
    Allison Park, PA
  • 07/2024 → Present
    Wells Fargo Clearing Services, Llc
    Pittsburgh, PA
  • 08/2021 → 06/2024
    Bny Mellon
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-14
  • S63 Uniform Securities Agent State Law Examination
    2025-02-14
Designations
  • Certified Financial Planner
Other Names
  • John Francis Monahan
  • Jack Monahan
  • John Monahan

View on SEC IAPD

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