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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York City | NY | 08/2016 | 02/2019 |
| Charles Schwab Bank | New York City | NY | 08/2016 | 02/2019 |
| Jp Morgan Securities, Llc | New York | NY | 08/2019 | 03/2021 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 08/2019 | 03/2021 |
| Unemployed | New York | NY | 03/2019 | 07/2019 |
| Jp Morgan Chase Bank, N.A. | Mount Pleasant | SC | 03/2021 | 03/2025 |
| Jp Morgan Securities, Llc | Mount Pleasant | SC | 03/2021 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-26 |
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