Jau-Der Tsai

Current Employers

Employment History

• 04/2006 → 07/2019
  Wells Fargo Bank, N.A.
  Portland, OR
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 07/2019 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2025 → Present
  On Course Wealth Advisors
  Portland, OR
• 05/2025 → Present
  Lpl Financial Llc
  Clackamas, OR

Previous Registrations

• 2019-07-15 → 2025-05-15
  Cuso Financial Services, L.P.
  Clackamas, OR
  Oak Grove, OR
  Milwaukie, OR
  Portland, OR
• 2011-01-03 → 2019-07-31
  Wells Fargo Clearing Services, Llc
  Milwaukie, OR
  Portland, OR
  Portland, OR
  Vancouver, WA
  Portland, OR
• 2006-05-30 → 2011-01-03
  Wells Fargo Investments, Llc
  Milwaukie, OR

Other Businesses

1. 05/15/2025- On Course Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/03/2025- 174 Hours Per Month- 174 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-07-21

Other Names

• Joey Tsai
• Jan-Der Tsai