Best Investors Account Sign in
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_RES 2015-03-06
GA RA APPROVED 2010-09-01
  • TX RA
    APPROVED_RES
    Since 2015-03-06
  • GA RA
    APPROVED
    Since 2010-09-01

Branch Locations

2520 Northwinds Pkwy Ste 200 Two Northwinds Center, Alpharetta, GA 30009 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Atlanta GA 08/2010 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 Present
Previous Registrations
Other Businesses

BEAR CREEK HUNTING CLUB; INVESTMENT RELATED; MARIETTA,GA; TREASURER; START DATE 05/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO REPORT LEASE COST, AND SHARE AMOUNT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-13
S63 Uniform Securities Agent State Law Examination 1995-03-16
  • S65 Uniform Investment Adviser Law Examination
    1999-10-13
  • S63 Uniform Securities Agent State Law Examination
    1995-03-16
Designations
Other Names
  • Jack Jackle
  • Charles Jackle

View on SEC IAPD

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor