Jeffrey Matthew Scofield

Current Employers

Employment History

• 07/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Encino, CA
• 11/2016 → 09/2019
  Wells Fargo Clearing Services, Llc
  Encino, CA
• 10/2019 → Present
  Rbc Capital Markets, Llc.
  Beverly Hills, CA
• 11/2019 → Present
  City National Bank
  Beverly Hills, CA

Previous Registrations

• 2015-07-03 → 2019-10-02
  Wells Fargo Clearing Services, Llc
  Encino, CA
  Sacramento, CA
  Roseville, CA
  El Segundo, CA
  Pasadena, CA
  Los Angeles, CA
  Westlake Village, CA
• 2011-02-25 → 2015-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
• 2008-03-10 → 2011-01-03
  Wells Fargo Clearing Services, Llc
  Pasadena, CA
  Pasadena, CA
• 2005-11-08 → 2008-03-06
  Banc Of America Investment Services, Inc.
  Westlake Village, CA
  Los Angeles, CA
• 1998-11-02 → 2005-08-16
  Morgan Stanley Dw Inc.
  Valencia, CA

Other Businesses

(1) NAME OF ENTITY: EDUCATION THROUGH MUSIC LOS ANGELES; ADDRESS: 2501 W BURBANK AVE SUITE 301 BURBANK, CA 91505; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: MUSIC EDUCATION; CAPACITY: BOARD OF DIRECTORS; START DATE: 01/2011; DUTIES: HELP WITH ANNUAL BUDGET AND REVIEW QUARTERLY FINANCIALS; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0; (2) NAME OF ENTITY: Boys and Girls Club of Pasadena ADDRESS: 3230 E. Del Mar Blvd Pasadena, CA 91107 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: The Boys and Girls Club of Pasadena is an organization committed to education and youth development. CAPACITY: Board of Directors * START DATE: 06/15/20 DUTIES: Reviewing the monthly operations of the Boys and Girls club of Pasadena. Approving board resolutions and strategic plan. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Pasadena Breakfast Forum ADDRESS: Pasadena INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Speaking Forum-non business. CAPACITY: Officer START DATE: 10/04/2023 DUTIES: I will be the secretary of a speaking group, so i will be sending out reminders of the bi weekly meetings. Organizing the rotation of speakers.. HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-07
• S63 Uniform Securities Agent State Law Examination
  1992-04-07

Other Names

• Jeff Matthew Scofield
• Jeffrey Matthew Scofield
• Jeffrey M Scofield