William Jeaceb Sorrels

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 → Present
  Wells Fargo Clearing Services, Llc
  Lexington, VA
• 01/2022 → Present
  Wells Fargo Bank, Na
  Lexington, VA
• 09/2014 → 09/2020
  University Of Kentucky
  Lexington, VA
• 09/2020 → 01/2022
  Unemployed
  Buena Vista, VA

Other Businesses

OLD WORLD PROJECT LLC (NAME NOT YET FINALIZED); INV RELATED; BUENA VISTA,VA; VIDEO GAME;100% OWNERSHIP; START DATE: 09/19/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-26
• S63 Uniform Securities Agent State Law Examination
  2025-10-21

Other Names

• William Sorrels