Juston Jefferson Dobbs

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sherman, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Sherman, TX

Other Businesses

WILSON N. JONES COMMUNITY FOUNDATION, INV RELATED, SHERMAN, TX, MEMBER OF THE BOARD OF DIRECTORS, START 9/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, DISCUSSING GRANT REQUESTS FROM ORGANIZATIONS WITHIN THE COMMUNITY, AND REVIEWING THE INVESTMENT POLICY STATEMENT. AJD ADVENTURES, LLC; NOT INVESTMENT RELATED; SHERMAN,TX; 100% OWNERSHIP WITH SPOUSE; START 4/11/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; ESTATE PLANNING. SHERMAN TEXAS CITY COUNCIL, NOT INV RELATED, SHERMAN, TX, COUNCIL MEMBER, START 11/2024, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, COUNCIL MEMBER.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1999-11-04

Designations

• Certified Financial Planner