Jeffrey Allan Van Demark

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

• 05/2014 → 11/2016
  Wells Fargo Advisors Llc
  Wayne, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Wayne, NJ

Previous Registrations

• 2009-06-01 → 2014-05-29
  Morgan Stanley
  Wayne, NJ
  Little Falls, NJ
• 2002-08-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Ridgewood, NJ
  Wayne, NJ
  Ridgewood, NJ

Exams

• S66 Uniform Combined State Law Examination
  2002-05-22
• S63 Uniform Securities Agent State Law Examination
  1984-02-28

Other Names

• Jeffrey Allan Vandemark
• Jeffrey Allan Vandemark