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Jacob Scott Williams

Wells Fargo Clearing Services, LLC

Orem, UT

Salt Lake City, UT

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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
UT RA APPROVED 2025-01-23
  • UT RA
    APPROVED
    Since 2025-01-23

Branch Locations

140 W 800 N, Orem, UT 84057 • United States

299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • 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 Orem UT 09/2024 Present
Wells Fargo Bank, Na Orem UT 12/2021 Present
Driven Brands Orem UT 07/2020 12/2021
Big 5 Sporting Goods Tooele UT 01/2020 06/2020
Church Of Jesus Christ Of Latter-Day Saints Atlanta GA 12/2017 12/2019
Hunan Village Tooele UT 10/2015 11/2017
Tooele High School Tooele UT 08/2013 05/2017
  • 09/2024 → Present
    Wells Fargo Clearing Services, Llc
    Orem, UT
  • 12/2021 → Present
    Wells Fargo Bank, Na
    Orem, UT
  • 07/2020 → 12/2021
    Driven Brands
    Orem, UT
  • 01/2020 → 06/2020
    Big 5 Sporting Goods
    Tooele, UT
  • 12/2017 → 12/2019
    Church Of Jesus Christ Of Latter-Day Saints
    Atlanta, GA
  • 10/2015 → 11/2017
    Hunan Village
    Tooele, UT
  • 08/2013 → 05/2017
    Tooele High School
    Tooele, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
S63 Uniform Securities Agent State Law Examination 2024-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22
  • S63 Uniform Securities Agent State Law Examination
    2024-12-30
Other Names
  • Jacob Williams

View on SEC IAPD

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Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
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