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Jennifer Kogan

Wells Fargo Clearing Services, LLC

Grapevine, TX

Encino, CA

CRD 7814367

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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
TX RA APPROVED_RES 2026-08-10
  • TX RA
    APPROVED_RES
    Since 2026-08-10

Branch Locations

1400 S Main St, Grapevine, TX 76051 • United States

15760 Ventura Blvd Ste 1250 [Sk-Rbo], Encino, CA 91436 • 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
Wells Fargo Clearing Services, Llc Montrose CA 09/2023 Present
Wells Fargo Bank, Na Montrose CA 08/2011 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-08
  • S63 Uniform Securities Agent State Law Examination
    2024-01-08
Other Names
  • Jenn Kogan

View on SEC IAPD

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