John Everett Wingate

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  New Caney, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New Caney, TX

Previous Registrations

• 2006-04-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Cypress, TX
  Cypress, TX
  Houston, TX
  Humble, TX
  Kingwood, TX
  New Caney, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Kingwood, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-17
• S63 Uniform Securities Agent State Law Examination
  1999-04-26