Jonathan David Schlackman

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

• 08/2015 → 11/2016
  Wells Fargo Advisors Llc
  Metairie, LA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Metairie, LA

Previous Registrations

• 2009-06-01 → 2015-09-09
  Morgan Stanley
  New Orleans, LA
  New Orleans, LA
• 2008-08-22 → 2009-06-01
  Morgan Stanley & Co. Llc
  New Orleans, LA
• 2005-08-05 → 2008-09-08
  Ubs Financial Services Inc.
  New Orleans, LA

Other Businesses

TRUSTEE FOR DECEASED FATHER'S TRUST; INV. RELATED; BRIDGEPORT, CT; START DATE 12/18/2001; 5 HRS PER MONTH; 1 HR DURING TRADING. POWER OF ATTORNEY FOR WIFE; INV. RELATED; METAIRIE, LA; START DATE 10/2019; 5 HRS PER MONTH; 5 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-19
• S63 Uniform Securities Agent State Law Examination
  1985-02-15