Fikret Samardzic

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

• 02/2019 → 11/2025
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 03/2022 → 11/2025
  J.P. Morgan Securities Llc
  Dallas, TX
• 05/2017 → 04/2018
  Quiktrip
  Garland, TX
• 08/2018 → 08/2018
  Volt Information Sciences
  Dallas, TX
• 03/2012 → 04/2017
  Unemployed
  Garland, TX
• 05/2018 → 07/2018
  Unemployed
  Garland, TX
• 09/2018 → 01/2019
  Unemployed
  Garland, TX
• 12/2025 → 12/2025
  New York Life Insurance Company
  Frisco, TX
• 12/2025 → 12/2025
  Nylife Securities Llc
  Frisco, TX
• 03/2026 → Present
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 03/2026 → Present
  Wells Fargo Bank, Na
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-01
• S63 Uniform Securities Agent State Law Examination
  2022-06-13