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Christopher John Jewell

Wells Fargo Clearing Services, LLC

Palm Beach, FL

Greenwich, CT

CRD 1294075

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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
FL RA APPROVED 2020-02-05
TX RA APPROVED 2018-11-30
CT RA APPROVED 2016-03-01
  • FL RA
    APPROVED
    Since 2020-02-05
  • TX RA
    APPROVED
    Since 2018-11-30
  • CT RA
    APPROVED
    Since 2016-03-01

Branch Locations

255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States

1 Lafayette Pl [Vh-Rbo], Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Greenwich CT 03/2016 11/2016
Wells Fargo Clearing Services, Llc Greenwich CT 11/2016 Present
Previous Registrations
  • 2003-01-17 → 2016-03-24
    Credit Suisse Securities (Usa) Llc
    New York, NY
    Greenwich, CT
    New York, NY
  • 2000-03-09 → 2003-01-17
    Pershing Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-25
S63 Uniform Securities Agent State Law Examination 1984-10-05
  • S65 Uniform Investment Adviser Law Examination
    1992-02-25
  • S63 Uniform Securities Agent State Law Examination
    1984-10-05
Other Names
  • C J Jewell
  • C J Jewell

View on SEC IAPD

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Nearby Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL

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