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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-08
TX RA APPROVED 2025-04-07
  • FL RA
    APPROVED
    Since 2025-04-08
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2024 → 04/2025
    Cape Coral, FL
  • 07/2024 → 04/2025
    Jpmorgan Chase Bank, N.A.
    Cape Coral, FL
  • 11/2023 → 07/2024
    Fidelity Brokerage Services
    Naples, FL
  • 09/2022 → 11/2023
    Ryan Berry
    Cape Coral, FL
  • 11/2021 → 12/2022
    Us Tech Solutions, Llc
    Fort Myers, FL
  • 11/2021 → 12/2022
    Wells Fargo Advisors
    Fort Myers, FL
  • 08/2021 → 10/2021
    Unemployed
    North Fort Myers, FL
  • 06/2021 → 07/2021
    Boaters Landing Incorporated Of Fort Myers
    Fort Myers, FL
  • 04/2021 → 06/2021
    The Boat House Of Cape Coral Llc
    Cape Coral, FL
  • 04/2020 → 03/2021
    Unemployed
    North Fort Myers, FL
  • 07/2019 → 03/2020
    Pinchers Crabshack Of Lakewood Ranch Inc
    Fort Myers, FL
  • 04/2019 → 07/2019
    Jp Cape South Llc
    Cape Coral, FL
  • 03/2019 → 04/2019
    Artichoke Catering, Inc.
    Fort Myers, FL
  • 02/2019 → 03/2019
    Panera Llc
    Cape Coral, FL
  • 07/2014 → 01/2019
    Unemployed
    North Fort Myers, FL
  • 04/2025 → Present
    Naples, FL
Previous Registrations
  • 2024-09-11 → 2025-03-28
    Fort Myers, FL
    Cape Coral, FL
    Naples , FL
    Fort Myers, FL
  • 2024-04-23 → 2024-08-20
    Fidelity Personal And Workplace Advisors
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
  • S66 Uniform Combined State Law Examination
    2024-04-03
Other Names
  • Ryan Berry
  • Ryan N Berry

View on SEC IAPD

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