Jack William Petras

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

• 08/2021 → 04/2023
  Golden Trail Advisers Llc
  Burr Ridge, IL
• 06/2019 → 07/2021
  Yeske Buie, Inc
  San Francisco, CA
• 06/2019 → 01/2020
  University Of Illinois
  Urbana, IL
• 08/2015 → 05/2019
  University Of Illinois
  Urbana, IL
• 04/2023 → Present
  Wells Fargo Clearing Services, Llc
  Barrington, IL

Previous Registrations

• 2021-09-09 → 2023-04-24
  Golden Trail Advisers
  Burr Ridge, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-20
• S65 Uniform Investment Adviser Law Examination
  2021-10-07

Designations

• Certified Financial Planner

Other Names

• Jack W Petras