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Jacob Wyatt Funkhouser

Wells Fargo Clearing Services, LLC

Naples, FL

Estero, FL

Bonita Springs, FL

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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 2018-04-26
FL RA APPROVED 2018-02-20
  • TX RA
    APPROVED
    Since 2018-04-26
  • FL RA
    APPROVED
    Since 2018-02-20

Branch Locations

9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States

10870 Miromar Outlet Dr, Estero, FL 33928 • United States

26791 S Tamiami Trail, Bonita Springs, FL 34134 • 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
Wells Fargo Bank Na Bonita Springs FL 08/2011 12/2017
Wells Fargo Advisors, Llc. Bonita Springs FL 01/2014 11/2016
Wells Fargo Clearing Services, Llc Bonita Springs FL 11/2016 Present
  • 08/2011 → 12/2017
    Wells Fargo Bank Na
    Bonita Springs, FL
  • 01/2014 → 11/2016
    Wells Fargo Advisors, Llc.
    Bonita Springs, FL
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Bonita Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-19
S63 Uniform Securities Agent State Law Examination 2014-05-28
  • S66 Uniform Combined State Law Examination
    2018-02-19
  • S63 Uniform Securities Agent State Law Examination
    2014-05-28
Other Names
  • Jake Wyatt Funkhouser
  • Jacob Funkhouser

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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