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Jacqueline Rose Kotan

Wells Fargo Clearing Services, LLC

Portland, OR

Vancouver, WA

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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_RES 2026-06-10
OR RA APPROVED 2021-07-16
WA RA APPROVED 2021-07-16
  • TX RA
    APPROVED_RES
    Since 2026-06-10
  • OR RA
    APPROVED
    Since 2021-07-16
  • WA RA
    APPROVED
    Since 2021-07-16

Branch Locations

1300 Sw 5Th Ave 2Nd Fl, Portland, OR 97201 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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 Clearing Services, Llc Gresham OR 03/2021 Present
Wells Fargo Bank, Na Gresham OR 02/2016 Present
Other Businesses

NOTARY; NOT INV RELATED; BORING, OR; NOTARY; START 12/01/2023 ; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; NOTARIZE DOCUMENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-16
  • S66 Uniform Combined State Law Examination
    2021-07-16
Other Names
  • Jacqueline Kotan
  • Jacquee Rose Kotan

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
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