Jonathan Steven Gindi-Kolker

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

• 07/2016 → 11/2017
  Morgan Stanley
  New York, NY
• 01/2018 → 11/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2018 → 11/2025
  Jpmorgan Securities, Llc.
  New York, NY
• 12/2017 → 12/2017
  None
  New York, NY
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc .
  New York, NY

Previous Registrations

• 2018-01-11 → 2025-11-19
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
• 2017-01-31 → 2017-12-14
  Morgan Stanley
  New York, NY

Other Businesses

Mercari ; not inv related; New York, NY; Fragrance Sales; Employee/Contractor; Start Date: 03/01/2023 Approximate # of hours a week: 0-10; Approximate # of hours during securities trading hours: 0; duties: I have a personal page on Mercari that i use to sell old perfumes and colognes that i dont use anymore. EBAY; NOT INV RELATED; NEW YORK, NY; ONLINE SALES ; START DATE: 12/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2016-10-13

Other Names

• Jonathan Gindi Kolker
• Jonathan Steven Gindi Kolker