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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
901 Gessner Rd, Houston, TX 77024 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 05/2026 | Present |
| Wells Fargo Bank, Na | Houston | TX | 05/2026 | Present |
| Unemployed | Houston | TX | 12/2025 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Baytown | TX | 02/2021 | 12/2025 |
| Kroger | Houston | TX | 12/2020 | 12/2020 |
| Amazon.cOm | Houston | TX | 08/2019 | 11/2020 |
| Walmart | Houston | TX | 11/2014 | 05/2019 |
| Unemployed | Houston | TX | 01/2021 | 01/2021 |
| J.P. Morgan Securities Llc | Baytown | TX | 05/2023 | 12/2025 |
| Amazon.cOm | Houston | TX | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-13 |
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