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Ryan Christopher Jackson

Wells Fargo Clearing Services, LLC

Houston, TX

Houston, TX

CRD 7631779

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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 2026-03-13
  • TX RA
    APPROVED
    Since 2026-03-13

Branch Locations

6430 San Felipe St, Houston, TX 77057 • United States

1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 Houston TX 09/2022 Present
Wells Fargo Bank, Na Houston TX 11/2021 Present
Chickfila Houston TX 09/2016 11/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-11
S63 Uniform Securities Agent State Law Examination 2023-02-01
  • S65 Uniform Investment Adviser Law Examination
    2026-03-11
  • S63 Uniform Securities Agent State Law Examination
    2023-02-01

View on SEC IAPD

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