Best Investors Account Sign in

Jennifer Maricela Pickelhaupt

Wells Fargo Clearing Services, LLC

Richmond, VA

Midlothian, VA

CRD 7977497

Claim This Profile
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
VA RA APPROVED 2025-01-16
  • VA RA
    APPROVED
    Since 2025-01-16

Branch Locations

1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States

13505 Harbour Pointe Pkwy, Midlothian, VA 23112 • 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
Wells Fargo Clearing Services, Llc Richmond VA 08/2024 Present
Wells Fargo Bank, Na Richmond VA 10/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-16
S63 Uniform Securities Agent State Law Examination 2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2025-01-16
  • S63 Uniform Securities Agent State Law Examination
    2024-12-16
Other Names
  • Jennifer Maricela Herrera
  • Jennifer M Pickelhaupt

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

More in Richmond, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor