John Patrick Gartland

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
  San Francisco, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Other Businesses

SCHLESINGER ASSOCIATES, NOT INV RELATED, SAN FRANCISCO, CA, FOCUS GROUP MEMBER, START 1/1/2006, 1 HOUR PER MONTH, ZERO DURING TRADING, PARTICIPATING IN FOCUS GROUPS.| ST. STEPHEN CATHOLIC CHURCH AND GRAMMAR SCHOOL FATHER'S CLUB; INV RELATED; SAN FRANCISCO, CA; SUPPORT PARISH AND SCHOOL ATHLETICS; TREASURER; START DATE: 09/04/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-02
• S63 Uniform Securities Agent State Law Examination
  2003-02-27

Other Names

• John P Gartland