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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
30 S Wacker Dr Fl 40 [Wi-Rbo], Chicago, IL 60606 • United States
125 S Wacker Dr, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 09/2021 | 03/2025 |
| J.P Morgan Securities Llc | Chicago | IL | 09/2021 | 03/2025 |
| Credibly | Troy | MI | 08/2014 | 08/2019 |
| Credibly | Chicago | IL | 08/2019 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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