Jesse Phillip Mccall

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Knoxville, TN
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Knoxville, TN

Previous Registrations

• 2004-02-04 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Knoxville, TN
  Knoxville, TN
  St. Louis, MO

Other Businesses

OWENS ENTERPRISES; NOT INV RELATED; OLIVER SPRINGS,TN; 8% OWNERSHIP; START DATE 2/6/1998; 0 HRS/MO; 0 DURING TRADING; REAL ESTATE. MCCALL PARTNERSHIP; INV RELATED; OLIVER SPRINGS,TN; NATURE OF BUSINESS:RENTAL REAL ESTATE POSITION:PARTNER DUTIES:NONE TIME DEVOTED:ZERO DURING SECURITIES TRADING HOURS:NO. RENTAL PROPERTY; INVESTMENT RELATED; WARTBURG,TN; 20% OWNERSHIP; START DATE 01/01/1984; NUMBER OF HOURS PER MONTH 1; NUBMER OF HOURS DURING TRADING 0; OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-24
• S63 Uniform Securities Agent State Law Examination
  1997-12-16

Other Names

• Phil Mccall