Keenan Jamal Levy

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

• 05/2018 → Present
  Wells Fargo Bank, Na
  Irving, TX
• 08/2021 → Present
  Wells Fargo Clearing Services, Llc
  Irving, TX
• 08/2017 → 04/2018
  M&M Beverages Llc
  Starkville, MS
• 07/2013 → 07/2017
  Event Operations Group
  Starkville, MS
• 05/2012 → 07/2017
  Radioshack
  Starkville, MS

Exams

• S66 Uniform Combined State Law Examination
  2021-12-03

Other Names

• Keenan Jamal Levy