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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-09 |
Branch Locations
2141 Rosecrans Ave Ste 4100 [Lg/Lb-Rbo], El Segundo, CA 90245 • United States
8901 W Pico Blvd, Los Angeles, CA 90035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Santa Monica | CA | 10/2021 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Santa Monica | CA | 10/2021 | 06/2024 |
| Bank Of America | Deerfield Beach | FL | 02/2021 | 09/2021 |
| Wells Fargo Bank, N.a. | Coral Springs | FL | 12/2016 | 02/2021 |
| Chipotle Mexican Grill | Coral Springs | FL | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 07/2024 | 10/2024 |
| Wells Fargo Bank, Na | Los Angeles | CA | 07/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 10/2024 | 10/2025 |
| Bank Of America, N.A. | Los Angeles | CA | 11/2024 | 10/2025 |
| Wells Fargo Clearing Services, Llc | El Segundo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-17 |
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