Jonathan Allan Crudale

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

• 01/1995 → Present
  Sole Proprietor
  Minneapolis, MN
• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hill, MA
• 08/2017 → Present
  Bank Of America, N.A.
  Wellesley Hill, MA
• 03/2019 → Present
  Wells Fargo Clearing Services Llc
  Wellesley, MA

Previous Registrations

• 2017-05-23 → 2019-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA

Other Businesses

REAL ESTATE LICENSE, NOT INV RELATED, STATE OF MINNESOTA, START 6/1/2011, ZERO HOURS PER MONTH, ZERO DURING TRADING. JC EVERGREEN PROPERTIES LLC, INV RELATED, MAPLE GROVE, MN, 100% OWNERSHIP, START 3/3/2013, ZERO HOURS PER MONTH, ZERO DURING TRADING, INACTIVE LLC AS STATE REQUIRES LLC TO OBTAIN REAL ESTATE LICENSE LLC IS SOLELY USED FOR THE REQUIREMENT.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-23

Other Names

• Jon Crudale
• Jonathan Allan Crydale