Best Investors Account Sign in

Justine Evarich Delauro

Wells Fargo Clearing Services, LLC

Encinitas, CA

San Diego, CA

CRD 6961334

Claim This Profile
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
CA RA APPROVED 2021-10-04
  • CA RA
    APPROVED
    Since 2021-10-04

Branch Locations

276 N El Camino Real Ste A, Encinitas, CA 92024 • United States

4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • 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
J.P. Morgan Securities Llc Carlsbad CA 05/2018 07/2021
Wells Fargo Bank, N.A. Oceanside CA 09/2012 05/2018
Jp Morgan Chase Bank, N.A. Carlsbad CA 05/2018 07/2021
Wells Fargo Clearing Services, Llc Encinitas CA 08/2021 Present
Wells Fargo Bank, Na Encinitas CA 07/2021 Present
  • 05/2018 → 07/2021
    J.P. Morgan Securities Llc
    Carlsbad, CA
  • 09/2012 → 05/2018
    Wells Fargo Bank, N.A.
    Oceanside, CA
  • 05/2018 → 07/2021
    Jp Morgan Chase Bank, N.A.
    Carlsbad, CA
  • 08/2021 → Present
    Encinitas, CA
  • 07/2021 → Present
    Wells Fargo Bank, Na
    Encinitas, CA
Other Businesses

NOTARY PUBLIC, NOT INV RELATED, OCEANSIDE, CA, START: 1/1/2023, 10 HRS/MONTH, 0 HRS DURING TRADING, NOTARY SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
S63 Uniform Securities Agent State Law Examination 2018-06-28
  • S66 Uniform Combined State Law Examination
    2021-10-04
  • S63 Uniform Securities Agent State Law Examination
    2018-06-28
Other Names
  • Justine Evarich De Lauro
  • Justine E Delauro
  • Justine Delauro
  • Justine E De Lauro
  • Justine De Lauro
  • Justine Evarich Delauro

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Encinitas, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor