John Lance Wentworth

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

• 12/2014 → 12/2024
  Rw Baird Investments
  Phoenix, AZ
• 12/2024 → Present
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ

Previous Registrations

• 2018-10-02 → 2024-12-19
  Robert W. Baird & Co. Incorporated
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

WENTWORTH PROPERTY COMPANY; INVESTMENT RELATED; PHOENIX, AZ; 3% OWNERSHIP; 12/13/2024; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; AQUIRE AND DEVELOP COMMERCIAL REAL ESTATE PROPERTIES PHOENIX COUNTRY CLUB; NOT INV RELATED;PHOENIX,AZ; PRIVATE COUNTRY CLUB; BOARD MEMBER; START DATE: 05/01/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01
• S65 Uniform Investment Adviser Law Examination
  1995-02-08
• S63 Uniform Securities Agent State Law Examination
  1995-02-02