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Jake Merenda

Wells Fargo Clearing Services, LLC

Carmel, CA

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-27
CA RA APPROVED 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-27
  • CA RA
    APPROVED
    Since 2026-03-18

Branch Locations

26135 Carmel Rancho Blvd Ste E-200, Carmel, CA 93923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Carmel CA 01/2026 Present
Not Employed Nashville TN 08/2025 12/2025
Oracle Netsuite Nashville TN 01/2024 08/2025
Not Employed Nashville TN 10/2023 12/2023
Addison Group Nashville TN 05/2023 10/2023
Alacrinet Pebble Beach CA 08/2021 04/2023
Pebble Beach Company Pebble Beach CA 05/2021 08/2021
Full Time Student Tucson AZ 01/2020 05/2021
Not Employed Pebble Beach CA 06/2019 12/2019
Snap Taco Santa Cruz CA 01/2019 05/2019
Full Time Student Tucson AZ 08/2018 12/2018
Misionero Gonzales CA 05/2018 08/2018
Full Time Student Tucson AZ 08/2016 05/2018
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    Carmel, CA
  • 08/2025 → 12/2025
    Not Employed
    Nashville, TN
  • 01/2024 → 08/2025
    Oracle Netsuite
    Nashville, TN
  • 10/2023 → 12/2023
    Not Employed
    Nashville, TN
  • 05/2023 → 10/2023
    Addison Group
    Nashville, TN
  • 08/2021 → 04/2023
    Alacrinet
    Pebble Beach, CA
  • 05/2021 → 08/2021
    Pebble Beach Company
    Pebble Beach, CA
  • 01/2020 → 05/2021
    Full Time Student
    Tucson, AZ
  • 06/2019 → 12/2019
    Not Employed
    Pebble Beach, CA
  • 01/2019 → 05/2019
    Snap Taco
    Santa Cruz, CA
  • 08/2018 → 12/2018
    Full Time Student
    Tucson, AZ
  • 05/2018 → 08/2018
    Misionero
    Gonzales, CA
  • 08/2016 → 05/2018
    Full Time Student
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-18
  • S66 Uniform Combined State Law Examination
    2026-03-18

View on SEC IAPD

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Other Offices

EDWARD JONES · CARMEL, CA
INTERLAKE CAPITAL MANAGEMENT, LLC · CARMEL, CA
CHARLES SCHWAB & CO., INC. · Carmel, CA
NEUMEIER POMA INVESTMENT COUNSEL LLC · CARMEL, CA
KILZER WEALTH MANAGEMENT · CARMEL, CA
TOPTURN CAPITAL, LLC · CARMEL, CA
CYPRESS PATH CAPITAL, LLC · CARMEL, CA
UBS FINANCIAL SERVICES INC. · CARMEL, CA

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