Marc Aaron Tavano

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

• 09/2014 → 09/2019
  Jpmorgan Chase Bank
  Fallbrook, CA
• 09/2014 → 09/2019
  Jpmorgan Securities Llc
  Fallbrook, CA
• 12/2013 → 05/2017
  Tavano Holdings
  Temecula, CA
• 05/2017 → Present
  The Swing Academy
  North Las Vegas, NV
• 09/2019 → Present
  Wells Fargo Bank, Na
  Lsa Vegas, NV
• 09/2019 → Present
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV

Previous Registrations

• 2018-12-17 → 2019-09-25
  J.P. Morgan Securities Llc
  Fallbrook, CA
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

THE SWING ACADEMY, NOT INV RELATED, NORTH LAS VEGAS, NV, 100% OWNERSHIP, START 6/1/2013, 10 HOURS PER MONTH, ZERO DURING TRADING, PROFESSIONAL BASEBALL INSTRUCTOR. PAMPERED CHEF, NOT INV RELATED, NORTH LAS VEGAS, NV, SALES AGENT, START 6/15/2020, 10 HOURS PER MONTH, ZERO DURING TRADING, DIRECT SALES OF COOKWARE AND ACCESSORIES.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-29
• S63 Uniform Securities Agent State Law Examination
  2011-06-20

Other Names

• Marc Tavano
• Marc A Tavano
• Marc A. Tavano
• Marc Aaron Tavano