Jonathan Scott Mansfield

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Birmingham, AL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Birmingham, AL

Previous Registrations

• 1999-03-30 → 2005-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL

Other Businesses

DOUBLE OAK MOUNTAIN; NON INV RELATED; BIRMINHAM, AL; VICE PRESIDENT; SPOUSE'S OPTOMETRIC PRACTICE; START: 1/5/18; 1 HR/MO; 0 DURING TRADING. MANSFIELD PROPERTIES, LLC; NON INV RELATED; BIRMINGHAM, AL; 100% OWNER WITH SPOUSE; COMMERCIAL BUILDING HOLDING SPOUSE'S OPTOMETRIC PRACTICE; START: 3/1/18; 4 HRS/MO; 0 DURING TRADING. COMMERCIAL RENTAL PROPERTY, INVT RELATED, PELHAM, AL, 100% OWNERSHIP WITH SPOUSE, START DATE 7/25/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER AND MAINTENANCE.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-06

Other Names

• Jonathan S Mansfield
• Scott Mansfield