Jonathan Frantz

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

• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 05/2016 → 07/2026
  United States Army
  Fort Rucker, AL
• 08/2025 → 12/2025
  Georgetown University
  Washington, DC

Other Businesses

RENTAL PROPERTY - 120 N SPRINGVIEW DR.; INV RELATED;ENTERPRISE,AL; RENTAL PROPERTY;100% OWNERSHIP; ; START DATE: 08/01/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2026-05-23