Jonathan Brian Gonifas

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

• 06/2011 → Present
  Wells Fargo Bank Na
  Hastings, NE
• 11/2016 → Present
  Wells Fargo Clearing Services Llc
  Hastings, NE

Other Businesses

RESTORATION WORSHIP CENTER CHURCH OF GOD, NOT INV RELATED, GRAND ISLAND, NE, PASTOR, START: 2/2/2018, 65 HOURS PER MONTH/0 DURING TRADING, DUTIES: SERMON PREP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-05
• S63 Uniform Securities Agent State Law Examination
  2017-04-10

Other Names

• Jonathan Gonifas