Jeffery Alan Greathouse

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Wells Fargo Clearing Services, Llc
  Frisco, TX
• 05/2023 → Present
  Wells Fargo Bank, Na
  Frisco, TX
• 03/2023 → 05/2023
  Unemployed
  Mckinney, TX
• 12/2021 → 03/2023
  Texas Heritage National Bank
  Farmers Branch, TX
• 07/2016 → 11/2021
  United States Army Reserve
  Fort Hood, TX

Other Businesses

GREEN GLACIER, LLC; NOT INV RELATED; AUSTIN, TX; 100% OWNERSHIP; 08/2021; 2 HOURS PER MONTH; 0 DURING TRADING HOURS; REGISTER TRADEMARKS FOR DESIGNS AND SELL T-SHIRTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2025-04-18

Other Names

• Jeffery Greathouse