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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-05
CA RA APPROVED 2026-08-04
  • OH RA
    APPROVED
    Since 2026-08-05
  • CA RA
    APPROVED
    Since 2026-08-04

Branch Locations

2030 Main Street, Irvine, CA 92614 • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Columbus OH 06/1999 12/2025
J.P. Morgan Securities Llc Columbus OH 08/2015 12/2025
Wells Fargo Bank Irvine CA 01/2026 Present
Wells Fargo Clearing Services Irvine CA 06/2026 Present
  • 06/1999 → 12/2025
    Jpmorgan Chase Bank, N.A.
    Columbus, OH
  • 08/2015 → 12/2025
    Columbus, OH
  • 01/2026 → Present
    Wells Fargo Bank
    Irvine, CA
  • 06/2026 → Present
    Wells Fargo Clearing Services
    Irvine, CA
Previous Registrations
  • 2015-11-25 → 2025-12-22
    Plain City, OH
    Columbus, OH
    Columbus, OH
    Holland, OH
    Sylvania, OH
    Columbus, OH
    Columbus, OH
    Worthington, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Whitehall, OH
    Bexley, OH
    Lewis Center, OH
    Toledo, OH
    Oregon, OH
    Columbus, OH
    Columbus, OH
    Upper Arlington, OH
    Columbus, OH
    Columbus, OH
    Findlay, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Bowling Green, OH
    Findlay, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Marion, OH
    Powell, OH
    Columbus, OH
    Worthington, OH
    Mt Gilead, OH
    Columbus, OH
    Delaware, OH
    Upper Arlington, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-16
  • S66 Uniform Combined State Law Examination
    2015-11-16
Other Names
  • Jeremy Young
  • Jeremy Eugene Young
  • Jeremy E Young

View on SEC IAPD

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