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Johh Meyers

Wells Fargo Clearing Services, LLC

Garden City, NY

CRD 7603989

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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
NY RA APPROVED 2026-02-20
  • NY RA
    APPROVED
    Since 2026-02-20

Branch Locations

1010 Franklin Ave Ste 400, Garden City, NY 11530 • 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 Garden City NY 01/2026 Present
Unemployed Boston MA 09/2025 01/2026
Crestwood Advisors Group, Llc Boston MA 03/2024 09/2025
Loomis Sayles Boston MA 06/2023 12/2023
Unemployed Boston MA 12/2023 03/2024
Unemployed Boston MA 05/2023 06/2023
Boston College Boston MA 09/2019 05/2023
Chaminade High School Mineola NY 09/2015 06/2019
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    Garden City, NY
  • 09/2025 → 01/2026
    Unemployed
    Boston, MA
  • 03/2024 → 09/2025
    Crestwood Advisors Group, Llc
    Boston, MA
  • 06/2023 → 12/2023
    Loomis Sayles
    Boston, MA
  • 12/2023 → 03/2024
    Unemployed
    Boston, MA
  • 05/2023 → 06/2023
    Unemployed
    Boston, MA
  • 09/2019 → 05/2023
    Boston College
    Boston, MA
  • 09/2015 → 06/2019
    Chaminade High School
    Mineola, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23
Other Names
  • Jack Benedict Meyers

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

More in Garden City, NY

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