Jacqueline Lee Pulford

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

• 06/2019 → Present
  Wells Fargo Clearing Services, Llc
  Reading, PA
• 03/2014 → Present
  Wells Fargo Bank, Na
  Reading, PA

Other Businesses

THE DRAIN GUY LLC; NOT INV. RELATED; SINKING SPRING, PA; SPOUSE'S PLUMBING/SEWER & DRAIN INSPECTION BUSINESS; CHECK SIGNER; START DATE 10/1/2024; 2 HOURS PER MONTH; 0 HOURS DURING TRADING. TAKE HEART COUNSELING AND EQUINE ASSISTED THERAPY; NOT INV RELATED; WERNERSVILLE,PA; BARN STAFF; START DATE: 01/1/2026; 72 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2019-11-15

Other Names

• Jacqueline Kanter