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Bailey C Jensen

Wells Fargo Clearing Services, LLC

Des Moines, IA

West Des Moines, IA

CRD 7520395

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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
IA RA APPROVED 2023-09-18
  • IA RA
    APPROVED
    Since 2023-09-18

Branch Locations

600 Army Post Rd, Des Moines, IA 50315 • United States

6400 Westown Parkway Suite 115 [Ga/Gw-Rbo], West Des Moines, IA 50266 • 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
Wells Fargo Clearing Services, Llc Indianola IA 03/2022 06/2022
Wells Fargo Bank, Na Indianola IA 10/2017 Present
Theisen's Home-Farm-Auto Indianola IA 08/2012 10/2017
Wells Fargo Clearing Services, Llc Indianola IA 06/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-16
S63 Uniform Securities Agent State Law Examination 2023-08-17
  • S65 Uniform Investment Adviser Law Examination
    2023-09-16
  • S63 Uniform Securities Agent State Law Examination
    2023-08-17
Other Names
  • Bailey Christine Jensen
  • Bailey Trotter
  • Bailey Christine Trotter
  • Bailey C Trotter

View on SEC IAPD

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Kathryn Leeper Hooper
ROGER ROBERT RUDEN
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Nearby Offices

OSAIC INSTITUTIONS, INC. · Des Moines, IA
EQUITABLE ADVISORS, LLC · DES MOINES, IA
LPL FINANCIAL LLC · DES MOINES, IA

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