Jeffrey John Fink

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 → Present
  Wells Fargo Clearing Services, Llc
  Anniston, AL
• 03/2012 → 03/2017
  Word Alive International Outreach
  Oxford, AL
• 08/2014 → Present
  Era King Real Estate
  Anniston, AL

Other Businesses

ERA KING REAL ESTATE COMPANY; INV. RELATED; ANNISTON, AL; REAL ESTATE COMMISSIONS AND REFERRAL FEES; 4 HRS PER MONTH; 4 HRS DURING TRADING. STATE OF ALABAMA REAL ESTATE LICENSE; NOT INV. RELATED; ANNISTON, AL. ST. MICHAELS MEDICAL CENTER, INV RELATED, ANNISTON, AL, TREASURER, START 5/2/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, APPROVING ANNUAL BUDGET, REVIWING BALANCE SHEETS, AND PRESENTING FINANCIAL REPORTING TO THE BOARD.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-24

Other Names

• Jeffrey Fink