Jeremy Frederick Gauna

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

• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  Hobbs, NM
• 11/2025 → Present
  Wells Fargo Bank, Na
  Hobbs, NM
• 10/2025 → 10/2025
  A.I. Product Accelerator
  Lubbock, TX
• 08/2022 → 09/2025
  Devslopes
  Lubbock, TX
• 01/2019 → 08/2022
  Gene Messer Auto Group
  Lubbock, TX
• 08/2018 → 01/2021
  Bnsf Railway
  Clovis, NM
• 11/2017 → 08/2018
  Bob Mills Furniture
  Lubbock, TX
• 04/2016 → 10/2017
  Wesco Distribution
  Lubbock, TX

Other Businesses

Lubbock Basketball Officials Chapter; Non-Inv related; Lubbock; TX; Referee; Start Date 11/29/2025; 8 hrs per month; 0 during trading; Rental Property-Itasca; Inv related; Lubbock; TX; Rental; 50% ownership; Start Date 09/07/2020; 2 hrs per month; 0 during trading; Rental Property-W; Inv related; Hale Center; TX; Rental; 50% ownership; Start Date07/15/2022; 2 hrs per month; 0 during trading;

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2026-02-04

Other Names

• Jeremy Gauna