Parker Jax Yochim

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

• 05/2024 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY
• 06/2016 → 06/2017
  Penn State University
  University Park, PA
• 06/2017 → 12/2019
  University Of Oregon
  Eugene, OR
• 01/2020 → 05/2020
  Extended Travel And Job Search
  Erie, PA
• 05/2020 → 06/2021
  Lippe Taylor
  New York, NY
• 06/2021 → 05/2024
  Superior Solutions, Llc.
  Erie, PA

Other Businesses

DUPLEX RENTAL PROPERTY, INVT RELATED, ERIE, PA, 100% OWNERSHIP, START DATE 10/1/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. GEM CITY CAPITAL, LLC, INVT RELATED, WATERFORD, PA, 100% OWNERSHIP, START DATE 11/16/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-18

Other Names

• Jax Yochim
• Parker Yochim
• Parker Jax Yochim