Anthony David Goerss

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

• 08/2020 → 05/2024
  Jpmorgan Chase Bank, N.A.
  Haverford, PA
• 08/2020 → 05/2024
  J.P. Morgan Securities Llc
  Haverford, PA
• 10/2019 → 03/2020
  Delta-T-Group
  Bryn Mawr, PA
• 03/2017 → 10/2018
  Key Bank
  Ambler, PA
• 04/2010 → 01/2017
  Citizens Bank
  East Norriton, PA
• 02/2017 → 02/2017
  Unemployed
  Plymouth Meeting, PA
• 11/2018 → 09/2019
  Unemployed
  Plymouth Meeting, PA
• 04/2020 → 07/2020
  Unemployed
  Plymouth Meeting, PA
• 08/2024 → Present
  Wells Fargo Clearing Services, Llc
  Newtown, PA
• 08/2024 → Present
  Wells Fargo Bank, Na
  Newtown, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-01

Other Names

• Tony David Goerss
• Anthony Goerss
• Anthony David Goerss