Evan Shotts

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

• 11/2024 → Present
  Wells Fargo Clearing Services
  Charlotte, NC
• 11/2024 → Present
  Us Tech Solutions Inc
  Jersey City, NJ
• 01/2021 → 05/2024
  Kent State University
  Kent, OH
• 06/2019 → 09/2024
  Doordash
  Stow, OH
• 08/2018 → 11/2021
  Ultimate Sack
  Stow, OH
• 07/2024 → 11/2024
  United Community Bank
  Huntersville, NC
• 12/2022 → 02/2024
  Turfscape Landscaping Company
  Twinsburg, OH
• 08/2017 → 05/2021
  Stow Munroe-Falls Highschool
  Stow, OH
• 08/2015 → 05/2017
  Kimpton Middle School
  Stow, OH
• 11/2017 → 02/2019
  Stow City Hall Parks And Recreation Center
  Stow, OH
• 08/2019 → 05/2020
  Giant Eagle
  Stow, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-14