Gerald William Zelko

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
  Newport Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA

Previous Registrations

• 2000-09-20 → 2007-02-28
  Ubs Financial Services Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

NOBLE VIKINGS CHARITIES, INV RELATED, NEWPORT BEACH, CA, ENDOWMENT FUND COMMITTEE MEMBER, START 5/1/2012, 1 HOUR PER MONTH, ZERO DURING TRADING. MAKE A WISH FOUNDATION, INV RELATED, IRVINE, CA, FINANCE COMMITTEE MEMBER, START 12/1/2015, 5 HOURS PER MONTH, ZERO DURING TRADING. 47 RANCH N. TEXAS LLC, INV RELATED, JUNE LAKE, CA, 10.2% OWNERSHIP WITH SPOUSE, START 02/24/2021, ZERO HOURS PER MONTH, ZERO DURING TRADING, SHARED OWNERSHIP OF RECREATIONAL USE HOME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-12-07

Designations

• Certified Financial Planner

Other Names

• Gerald William Zelko