Bailey J Rudolph

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

• 08/2019 → 12/2021
  Rockefeller Capital Management
  New York, NY
• 01/2017 → 05/2019
  University Of Michigan
  Ann Arbor, MI
• 08/2014 → 12/2016
  University Of Delaware
  Newark, DE
• 08/2019 → 12/2021
  Rockefeller Financial Llc
  New York, NY
• 06/2019 → 07/2019
  Unemployed
  Springfield, NJ
• 01/2022 → 10/2023
  J.P. Morgan Securities Llc
  New York, NY
• 01/2022 → 10/2023
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 10/2023 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL

Previous Registrations

• 2022-02-01 → 2023-10-17
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2021-08-06 → 2022-01-03
  Rockefeller Financial Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-08-06

Other Names

• Bailey Rudolph
• Bailey Jay Rudolph