Sean Evans

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

• 04/2014 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 04/2014 → 05/2019
  Bank Of America, N.A.
  Fort Worth, TX
• 04/2019 → 04/2024
  Jp Morgan Securities, Llc
  Round Rock, TX
• 04/2024 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX

Previous Registrations

• 2019-05-16 → 2024-04-17
  J.P. Morgan Securities Llc
  Round Rock, TX
  Round Rock, TX
  Round Rock, TX
  Austin, TX
  Round Rock, TX
• 2014-07-28 → 2019-05-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Trophy Club, TX
  Austin, TX
  Austin, TX

Other Businesses

THE ARTIST SEANZY; INV RELATED; AUSTIN, TX; 100% OWNERSHIP; START 01/01/2010; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; SELL ART. Entity Name: Sean Evans Investment related: No Address: 908 Hermitage Dr, Austin, TX 78753 Nature of the other business: Commerce Position/Title/Relationship: Employee/Contractor Start Date: 06/08/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I occasionally sell personally created visual art; paintings, illustrations, etc. ACES JIU JITSU CLUB; NOT INV RELATED; PFLUGERVILLE, TX; COACH; START DATE 3/1/2019; 15 HOURS PER MONTH; 0 DURING TRADING; TEACH SELF DEFENSE. E-LINE MEDIA - INTERNAL CONSULTING; NOT INV RELATED;LOS ANGELES,CA; EDUCATIONAL VIDEO GAMES; START DATE: 02/06/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; BLUEBONNET CITY HOMES COA; NOT INV RELATED;AUSTIN,TX; CONDO OWNERS ASSOCIATION; PRESIDENT; START DATE: 06/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2014-07-25

Other Names

• Sean Evans
• Sean J Evans