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Julian Acosta

Wells Fargo Clearing Services, LLC

Bee Cave, TX

Austin, TX

CRD 6753755

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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 2024-11-07
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

12921 Galleria Cir, Bee Cave, TX 78738 • United States

111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • 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
Edward Jones Austin TX 02/2017 10/2024
Verizon Wireless College Station TX 09/2010 02/2017
Wells Fargo Clearing Services, Llc Austin TX 10/2024 Present
Previous Registrations
  • 2017-08-18 → 2024-11-12
    Edward Jones
    Austin, TX
    College Station, TX
    St Louis, MO
    Pflugerville, TX
    Cedar Park, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-09
  • S66 Uniform Combined State Law Examination
    2017-06-09
Other Names
  • Julian Andre Acosta

View on SEC IAPD

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