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Jesus Andres Maldonado Morales

Wells Fargo Clearing Services, LLC

Houston, TX

Spring, TX

CRD 7446172

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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 2022-02-15
  • TX RA
    APPROVED
    Since 2022-02-15

Branch Locations

1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States

1442 Spring Cypress Rd, Spring, TX 77373 • 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 Bank, Na Spring TX 12/2015 Present
Wells Fargo Clearing Services, Llc Spring TX 09/2021 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-15
  • S66 Uniform Combined State Law Examination
    2022-02-15
Other Names
  • Jesus Andres Maldonado
  • Jesus Andres Maldonadomorales

View on SEC IAPD

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John Charles Robinson
CRYSTAL ALLISON MCKEON
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BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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