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Jason Michael Abramowitz

Wells Fargo Clearing Services, LLC

Whiting, NJ

Red Bank, NJ

CRD 7161656

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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
NJ RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-23
  • NJ RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23

Branch Locations

501 Route 530, Whiting, NJ 08759 • United States

331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 07/2019 06/2026
Bank Of America, N.A. Toms River NJ 07/2019 06/2026
Verizon Brick NJ 02/2004 07/2019
Wells Fargo Clearing Services, Llc Oakhurst NJ 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-20
  • S66 Uniform Combined State Law Examination
    2020-10-20
Other Names
  • Jason Abramowitz

View on SEC IAPD

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