Jonathan Craig Fairey

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

• 06/2002 → Present
  Wachovia Bank, N.A.
  Orlando, FL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Orlando, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Orlando, FL

Other Businesses

BRIDGES OF LIGHT FOUNDATION, INV RELATED, ORLANDO, FL, TREASURER, START 12/1/2022, 4 HOURS PER MONTH, 1 HOUR DURING TRADING, ATTENDING MEETINGS, ASSISTING IN MAKING DECISIONS ON FUNDRAISING EVENTS, THE ADOPT-A-FAMILY INITIATIVE, SEASONAL PROGRAMS FOR THE CHILDREN, AND DISSEMINATE INTERIM FINANCIAL INFORMATION TO THE BOARD PROVIDED BY THE BOOKKEEPER. TRUSTEE FOR PARENT'S TRUST, INV RELATED, ORLANDO, FL, START 4/08/2020, 4 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR CHILDREN AND NIECES AND NEPHEWS TRUST, INV RELATED, ORLANDO, FL, START 6/10/2020, 4 HRS/MONTH, 0 HRS DURING TRADING. BRIDGES OF LIGHT FOUNDATION; INV RELATED;ORLANDO,FL; SCHOLARSHIPS; TREASURER; START DATE: 12/01/2024; 2 HRS PER MONTH; 2 HRS DURING TRADING; COALITION FOR THE HOMELESS OF CENTRAL FL, INV RELATED, ORLANDO, FL, FINANCE COMMITTEE MEMBER, START 5/16/2022, 4 HOURS PER MONTH, 2 HOURS DURING TRADING, REVIEWING PERFORMANCE OF INVESTMENT ADVISOR.; TRUSTEE FOR DAUGHTER, INV RELATED, ORLANDO, FL, START: 6/1/2020, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SON, INV RELATED, ORLANDO, FL, START: 6/10/2020, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW, INV RELATED, ORLANDO, FL, START: 6/10/20, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW, INV RELATED, ORLANDO, FL, START: 6/10/20, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW, INV RELATED, ORLANDO, FL, START: 6/10/20, 1 HOUR A MONTH, 0 HOURS DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-27

Other Names

• Jonathan Fairey