Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
Branch Locations
6907 Fm 1960 Rd W, Houston, TX 77069 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Houston | TX | 10/2019 | 05/2025 |
| Jpmorgan Securities Llc | Houston | TX | 10/2019 | 05/2025 |
| Wells Fargo | Houston | TX | 03/2015 | 07/2019 |
| Unemployed | Houston | TX | 08/2019 | 09/2019 |
| Wells Fargo Bank, Na | Houston | TX | 08/2025 | Present |
| Wells Fargo Clearing Services, Llc | Houston | TX | 09/2025 | Present |
| Unemployed | Houston | TX | 06/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-29 |
Reach out to this advisor