Luke Jonothan Frazier

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

• 07/2018 → 06/2019
  Edward Jones
  St Louis, MO
• 12/2015 → 01/2018
  Ups
  Belleville, IL
• 02/2017 → 08/2018
  University Of Missouri System
  Columbia, MO
• 05/2017 → 08/2017
  Gateway Grizzlies Professional Baseball Organization
  Sauget, IL
• 08/2014 → 05/2018
  University Of Missouri
  Columbia, MO
• 12/2019 → 10/2021
  Jpmorgan Chase Bank, N.A.
  Winnetka, IL
• 12/2019 → 10/2021
  J.P. Morgan Securities Llc
  Winnetka, IL
• 07/2019 → 12/2019
  Total Quality Logistics
  Chicago, IL
• 01/2022 → 02/2022
  The Huntington National Bank
  Chicago, IL
• 01/2022 → 02/2022
  The Huntington Investment Company
  Columbus, OH
• 03/2022 → 03/2023
  Ameriprise Financial Services, Llc
  Oakbrook Terrace, IL
• 04/2023 → Present
  Wells Fargo Clearing Services, Llc
  Westchester, IL
• 04/2023 → Present
  Wells Fargo Bank, Na
  Westchester, IL

Previous Registrations

• 2022-04-05 → 2023-03-16
  Ameriprise Financial Services, Llc
  Oakbrook Terrace, IL
• 2022-02-04 → 2022-03-08
  The Huntington Investment Company
  Chicago, IL
  Chicago, IL
• 2020-02-04 → 2021-10-29
  J.P. Morgan Securities Llc
  Winnetka, IL
• 2018-09-21 → 2019-06-28
  Edward Jones
  Belleville, IL
  St Louis, MO
  Park Ridge, IL
  Mount Prospect, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-20

Other Names

• Luke Frazier
• Luke Jonothan Frazier