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Jack Andrew Deavila

Wells Fargo Clearing Services, LLC

Newport Beach, CA

CRD 7597475

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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
TX RA APPROVED 2025-02-11
CA RA APPROVED 2025-02-03
  • TX RA
    APPROVED
    Since 2025-02-11
  • CA RA
    APPROVED
    Since 2025-02-03

Branch Locations

520 Newport Center Dr Ste 1700, Newport Beach, CA 92660 • 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 Newport Beach CA 06/2022 Present
Wells Fargo Advisors Newport Beach CA 04/2022 06/2022
Wheaton College Wheaton IL 08/2022 12/2022
Wheaton College Wheaton CA 01/2021 05/2022
Occidental College Los Angeles CA 08/2018 12/2020
Universal Wallboard Corporation Tuscon AZ 05/2020 07/2020
Saddleback Valley Christian High School San Juan Capistrano CA 08/2014 05/2018
  • 06/2022 → Present
    Newport Beach, CA
  • 04/2022 → 06/2022
    Wells Fargo Advisors
    Newport Beach, CA
  • 08/2022 → 12/2022
    Wheaton College
    Wheaton, IL
  • 01/2021 → 05/2022
    Wheaton College
    Wheaton, CA
  • 08/2018 → 12/2020
    Occidental College
    Los Angeles, CA
  • 05/2020 → 07/2020
    Universal Wallboard Corporation
    Tuscon, AZ
  • 08/2014 → 05/2018
    Saddleback Valley Christian High School
    San Juan Capistrano, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03
Other Names
  • Jack A Deavila

View on SEC IAPD

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