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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-08 |
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
11801 Palm Beach Blvd, Fort Myers, FL 33905 • United States
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
12751 S Cleveland Ave, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cape Coral | FL | 07/2024 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Cape Coral | FL | 07/2024 | 04/2025 |
| Fidelity Brokerage Services | Naples | FL | 11/2023 | 07/2024 |
| Ryan Berry | Cape Coral | FL | 09/2022 | 11/2023 |
| Us Tech Solutions, Llc | Fort Myers | FL | 11/2021 | 12/2022 |
| Wells Fargo Advisors | Fort Myers | FL | 11/2021 | 12/2022 |
| Unemployed | North Fort Myers | FL | 08/2021 | 10/2021 |
| Boaters Landing Incorporated Of Fort Myers | Fort Myers | FL | 06/2021 | 07/2021 |
| The Boat House Of Cape Coral Llc | Cape Coral | FL | 04/2021 | 06/2021 |
| Unemployed | North Fort Myers | FL | 04/2020 | 03/2021 |
| Pinchers Crabshack Of Lakewood Ranch Inc | Fort Myers | FL | 07/2019 | 03/2020 |
| Jp Cape South Llc | Cape Coral | FL | 04/2019 | 07/2019 |
| Artichoke Catering, Inc. | Fort Myers | FL | 03/2019 | 04/2019 |
| Panera Llc | Cape Coral | FL | 02/2019 | 03/2019 |
| Unemployed | North Fort Myers | FL | 07/2014 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
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