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Jordan Felix

Wells Fargo Clearing Services, LLC

Wilmington, NC

Thomasville, NC

High Point, NC

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-13
NC RA APPROVED 2023-10-02
  • TX RA
    APPROVED
    Since 2025-02-13
  • NC RA
    APPROVED
    Since 2023-10-02

Branch Locations

6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States

804 Randolph St, Thomasville, NC 27360 • United States

1700 N Main St, High Point, NC 27262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Inc Lake Mary FL 12/2014 04/2017
Morgan Stanley Winston Salem NC 05/2017 06/2018
Ubs Financial Services Inc. Winston Salem NC 08/2018 06/2019
Raymond James & Associates, Inc. Winston-Salem NC 01/2020 10/2023
Unemployed Winston Salem NC 06/2019 01/2020
Wells Fargo Clearing Services, Llc ( Winston-Salem NC 10/2023 Present
Facet Wealth Baltimore MD 11/2021 09/2023
  • 12/2014 → 04/2017
    Scottrade Inc
    Lake Mary, FL
  • 05/2017 → 06/2018
    Morgan Stanley
    Winston Salem, NC
  • 08/2018 → 06/2019
    Ubs Financial Services Inc.
    Winston Salem, NC
  • 01/2020 → 10/2023
    Raymond James & Associates, Inc.
    Winston-Salem, NC
  • 06/2019 → 01/2020
    Unemployed
    Winston Salem, NC
  • 10/2023 → Present
    Wells Fargo Clearing Services, Llc (
    Winston-Salem, NC
  • 11/2021 → 09/2023
    Facet Wealth
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-10
S63 Uniform Securities Agent State Law Examination 2016-01-20
  • S66 Uniform Combined State Law Examination
    2017-04-10
  • S63 Uniform Securities Agent State Law Examination
    2016-01-20
Designations
Other Names
  • Jordan Alexander Felix

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
MORGAN STANLEY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX
TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC

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