Sherwyn Joel Labovitz

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Birmingham, MI
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Birmingham, MI

Other Businesses

JZL ENTERPRISES, LLC; NOT INVESTMENT RELATED; BIRMINGHAM,MI; 1% OWNERSHIP; CHECK SIGNER; START DATE 01/02/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; WRITING CHECKS WHEN PRINCIPAL OWNER IS NOT AVAILABLE.;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-02
• S63 Uniform Securities Agent State Law Examination
  1983-12-14