Jeffrey Lloyd Sheresky

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

• 02/2013 → 05/2020
  Morgan Stanley
  New York, NY
• 01/2015 → 05/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2020 → 07/2026
  Rbc Capital Markets, Llc
  Purchase, NY
• 06/2020 → 07/2026
  City National Bank
  Purchase, NY
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Greenwich, CT

Previous Registrations

• 2020-09-16 → 2026-07-16
  Rbc Capital Markets, Llc
  Purchase, NY
  New York, NY
  Greenwich, CT
• 2002-10-03 → 2013-02-13
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-10
• S63 Uniform Securities Agent State Law Examination
  1985-03-27

Other Names

• Jeffrey Sheresky