Best Investors Account Sign in
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 2025-02-28
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • 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 Fort Worth TX 06/2017 10/2021
Herring Bank Amarillo TX 03/2015 06/2017
Morgan Stanley Private Bank, National Association New York NY 08/2017 10/2021
Pnc Investments Llc Fort Worth TX 09/2022 02/2025
Verterent Capital, Llc Fort Worth TX 11/2021 09/2022
Wells Fargo Clearing Services, Llc Fort Worth TX 02/2025 Present
  • 06/2017 → 10/2021
    Fort Worth, TX
  • 03/2015 → 06/2017
    Herring Bank
    Amarillo, TX
  • 08/2017 → 10/2021
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2022 → 02/2025
    Pnc Investments Llc
    Fort Worth, TX
  • 11/2021 → 09/2022
    Verterent Capital, Llc
    Fort Worth, TX
  • 02/2025 → Present
    Fort Worth, TX
Previous Registrations
  • 2022-09-09 → 2025-03-03
    Fort Worth, TX
    Ft. Worth, TX
    Crowley, TX
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Benbrook, TX
    Fort Worth, TX
  • 2017-08-25 → 2021-11-19
    Amarillo, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Other Names
  • Jared George
  • Jared D George

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor