John Paul Wyatt

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

• 11/2013 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mill Valley, CA
• 04/2014 → 12/2020
  Bank Of America, N.A.
  Mill Valley, CA
• 12/2020 → Present
  Wells Fargo Clearing Services, Llc
  San Rafael, CA

Previous Registrations

• 2014-02-20 → 2020-12-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mill Valley, CA
  Tiburon, CA
  Tiburon, CA
  Tiburon, CA

Other Businesses

SALT POINT BEVERAGE COMPANY; NOT INVESTMENT RELATED; MILL VALLEY,CA; 100% OWNERSHIP WITH SPOUSE; START DATE 06/03/2013; NUMBER OF HOURS PER MONTH 15; NUMBER OF HOURS DURING TRADING 0; ALCOHOLIC BEVERAGE BUSINESS. SUNSTREAM BRANDS LLC; INV. RELATED; MILL VALLEY, CA; 50% OWNERSHIP; HOLDING COMPANY FOR TRADE NAME; START DATE 6/6/2013; 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. SUNSTREAM RANCH, LLC, INVT RELATED, MILL VALLEY, CA, 100% OWNERSHIP; CONVERTING PRIMARY RESIDENCE TO AGRICULTURAL OPERATION; START DATE 10/19/2021; 2 HOURS PER MONTH; 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-19

Other Names

• Max Wyatt
• John Paul Maximilian Wyatt
• John Paul M Wyatt