Dodge Brown

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

• 03/2020 → 08/2020
  Ben E Keith
  Commerce, TX
• 05/2021 → 08/2021
  Red Lobster
  Greenville, TX
• 07/2022 → 02/2024
  Fidelity Investments
  Commerce, TX
• 08/2015 → 04/2019
  Commerce High School
  Commerce, TX
• 07/2019 → 04/2022
  Southern Arkansas University
  Magnolia, AR
• 03/2024 → 05/2024
  Edward Jones
  St. Louis, MO
• 05/2024 → 05/2026
  Edward Jones
  St. Louis, MO
• 05/2026 → 08/2026
  Edward Jones
  St. Louis, MO
• 08/2026 → Present
  Wells Fargo Clearing Services, Llc (
  Fort Worth, TX

Previous Registrations

• 2024-03-21 → 2026-07-27
  Edward Jones
  Fort Worth, TX
  St. Louis, MO
  Fort Worth, TX
  Colleyville, TX
• 2023-08-15 → 2024-03-20
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04
• S63 Uniform Securities Agent State Law Examination
  2023-02-22

Designations

• Certified Financial Planner

Other Names

• Dodge Anderson Brown