Jack Wormington

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

• 07/2025 → 06/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, NC
• 01/2025 → 07/2025
  Irt Living
  Raleigh, NC
• 07/2024 → 01/2025
  Irt Living
  Sunset Beach, NC
• 03/2022 → 06/2024
  Irt Living
  Colorado Springs, NC
• 09/2021 → 03/2022
  Maxby Hospitality Inc
  Colorado Springs, NC
• 10/2020 → 09/2021
  Dominos
  Castle Rock, CO
• 03/2020 → 10/2020
  Flight Fit N Fun Llc
  Greenwood Village, CO
• 08/2015 → 03/2020
  Primary School
  Highlands Ranch, CO
• 03/2020 → 03/2022
  Konkr Klothing
  Highlands Ranch, CO
• 09/2025 → 06/2026
  Bank Of America, N.A.
  Raleigh, NC
• 06/2026 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Previous Registrations

• 2025-09-20 → 2026-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, NC
  New York, NY
  Clayton, NC
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-09-19