Jordan Kornegay

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

• 11/2021 → 11/2022
  Equitable Advisors, Llc
  Raleigh, NC
• 10/2017 → Present
  Wayne County Ems
  Goldsboro, NC
• 06/2021 → 07/2021
  Tuscarora Council, Boy Scouts Of America
  Goldsboro, NC
• 08/2016 → 05/2021
  East Carolina University
  Greenville, NC
• 11/2022 → 01/2026
  First Citizens Investor Services
  Raleigh, NC
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Previous Registrations

• 2022-12-05 → 2026-01-08
  First Citizens Investor Services, Inc.
  Raleigh, NC

Other Businesses

Name: County of Wayne, Department of EMS Investment related: No, not investment related Address: 134 N. John St. Goldsboro, NC 27530 Nature: 911-response for emergency medical services Position: EMT (Emergency Medical Technician) Relationship: Part-time employee, no management authority Start Date: 10/2017 Time: Occasional shifts on a part-time basis throughout the month outside of regular business/trading hours. No hours regularly devoted during securities trading hours. Description: Function as a North Carolina Emergency Medical Technician within a 911-response emergency medical services system.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-11

Other Names

• Jordan Kornegay
• Jordan Basil Kornegay