Julian F Pace

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

• 05/2010 → 02/2019
  Ubs Financial Services Inc
  Jacksonville, FL
• 02/2019 → Present
  Wells Fargo Clearing Services, Llc
  Ponte Verde Beach, FL

Previous Registrations

• 2010-05-21 → 2019-03-01
  Ubs Financial Services Inc.
  Jacksonville, FL
  Ponte Vedra Beach, FL
• 2006-11-10 → 2010-05-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Augustine, FL
• 1999-06-10 → 2006-11-13
  Morgan Stanley Dw Inc.
  St. Augustine, FL
  St Augustine, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-11
• S63 Uniform Securities Agent State Law Examination
  1981-07-16

Other Names

• Julian Francis Pace