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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
4649 Carmel Mountain Rd, San Diego, CA 92130 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Escondido | CA | 10/2012 | 06/2021 |
| Jp Morgan Chase Bank, N.A. | Escondido | CA | 10/2015 | 06/2021 |
| Jp Morgan Chase Bank N.A. | Escondido | CA | 06/2021 | 12/2024 |
| J.P. Morgan Securities Llc | Escondido | CA | 06/2021 | 12/2024 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 03/2026 | Present |
| Wells Fargo Bank, Na | San Diego | CA | 03/2026 | Present |
| Unemployed | San Diego | CA | 12/2024 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-09 |
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