Clarke Eastman-Pinto

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

• 10/2024 → 02/2026
  J.P. Morgan Securities Llc
  New York, NY
• 10/2024 → 02/2026
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2023 → 09/2024
  Benevest Ca Llc
  La Jolla, CA
• 03/2019 → 09/2023
  Dartmouth College
  Hanover, NH
• 08/2021 → 09/2021
  Istar/Safehold
  New York, NY
• 08/2019 → 09/2020
  Events.cOm
  La Jolla, CA
• 10/2014 → 02/2019
  Unemployed
  La Jolla, CA
• 02/2026 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2025-01-17 → 2026-02-20
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

As a means of patenting inventions, I founded Eastman-Pinto Idea Capital LLC in December 2016. Although I technically am CEO and Chairman of that organization, I devote 0 hours per week and 0 hours during securities trading to this project and it is essentially dormant right now. In the past, it held two provisional patents. The address of its incorporation is 7825 Fay Avenue, Suite 200, LA Jolla, CA, though no activities currently take place there. The business is not investment related. Duties are currently inactive.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17

Other Names

• Clarke Eastman-Pinto
• Clarke Merritt Eastman-Pinto