Jovaan Corey Michael Volcy

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

• 09/2023 → 10/2024
  Florida Financial Advisors
  Orlando, FL
• 02/2022 → 09/2023
  Walgreens Co.
  Davenport, FL
• 09/2018 → 05/2022
  Hampton University
  Hampton, VA
• 09/2019 → 03/2020
  Walgreens Co.
  Hampton, VA
• 10/2017 → 08/2018
  Snipes
  Philadelphia, PA
• 08/2016 → 10/2017
  Footlocker
  Philadelphia, PA
• 09/2014 → 06/2018
  Central High School
  Philadelphia, PA
• 01/2024 → 10/2024
  Trinity Wealth Securities, Llc
  Orlando, FL
• 01/2024 → Present
  Uber Technologies Inc.
  Orlando, FL
• 12/2024 → Present
  Wells Fargo Clearing Services, Llc
  Davenport, FL
• 12/2024 → Present
  Wells Fargo Bank, Na
  Davenport, FL

Previous Registrations

• 2023-09-27 → 2024-10-02
  Florida Financial Advisors, Llc
  Orlando, FL

Other Businesses

UBER; NOT INV RELATED; SAN FRANCISCO, CA; DRIVER; 01/2024; 15 HOURS PER MONTH; NO HOURS DURING TRADING HOURS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-30
• S65 Uniform Investment Adviser Law Examination
  2023-08-23

Other Names

• Jovaan Volcy