Best Investors Account Sign in

Jacquelynn Green

Wells Fargo Clearing Services, LLC

Tampa, FL

CRD 6785203

Claim This Profile
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
FL RA APPROVED 2024-12-09
  • FL RA
    APPROVED
    Since 2024-12-09

Branch Locations

4030 W Boy Scout Blvd Ste 150 [Fe-Rbo], Tampa, FL 33607 • 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
Morgan Stanley Tampa FL 06/2017 12/2024
American Expediting. Tampa FL 08/2015 06/2017
Wells Fargo Clearing Services, Llc Tampa FL 12/2024 Present
Previous Registrations
  • 2017-11-17 → 2024-11-27
    Morgan Stanley
    Tampa, FL
    South Jordan, UT
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-17
  • S66 Uniform Combined State Law Examination
    2017-11-17
Other Names
  • Jacquelynn Reese

View on SEC IAPD

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor