Tekeisha Diane Wilcox

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

• 01/2008 → Present
  Wells Fargo Bank
  Los Angeles, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Los Angeles, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA

Previous Registrations

• 2008-10-08 → 2011-01-03
  Wells Fargo Investments, Llc
  Los Angeles, CA

Other Businesses

LA CANADA PTA COUNCIL, INV RELATED, LA CANADA, CA, TREASURER, START 7/1/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING ACTIVITIES THAT PTA SPONSORS SUCH AS LUNCHEON FOR TEACHERS AND SPOTLIGHT ON STUDENTS.| NOTARY PUBLIC, NOT INV RELATED, STATE OF CALIFORNIA, START 9/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, NOTARIZING DOCUMENTS.| LA CANADA SCHOOL PTSA; NOT INV RELATED; LA CANADA, CA; TREASURER, START DATE 07/01/2025; 2 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2008-10-07

Other Names

• Tekeisha Diane Jones