Juliette Diane Elyse Benshaw

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:

Current Employers

Wells Fargo Clearing Services, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2014-08-15

CA RA
APPROVED

Since 2014-08-15

Branch Locations

23701 Calabasas Rd, Calabasas, CA 91302 • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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

Organization	City	State	From	To
Wells Fargo Bank Na	Calabasas	CA	10/2010	01/2022
Wells Fargo Advisors Llc	Calabasas	CA	03/2014	11/2016
Wells Fargo Clearing Services, Llc	Calabasas	CA	11/2016	Present

10/2010 → 01/2022

Wells Fargo Bank Na

Calabasas, CA
03/2014 → 11/2016

Wells Fargo Advisors Llc

Calabasas, CA
11/2016 → Present

Wells Fargo Clearing Services, Llc

Calabasas, CA

Other Businesses

TURTLE CLOUD, NOT INVT RELATED, WOODLAND HILLS, CA, 100% OWNERSHIP BY SPOUSE, START DATE 9/6/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, CHECK SIGNER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-15

S66 Uniform Combined State Law Examination

2014-08-15

Other Names

Juliette Dianeelyse Benshaw

View on SEC IAPD