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Zorana Okilj

Wells Fargo Clearing Services, LLC

Rockford, IL

CRD 6883754

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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
IL RA APPROVED 2026-06-09
TX RA APPROVED_RES 2026-01-06
  • IL RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED_RES
    Since 2026-01-06

Branch Locations

6801 Spring Creek Road Ste 1A, Rockford, IL 61114 • 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
Chase Bank Rockford IL 01/2017 08/2024
Chase Bank Loves Park IL 04/2014 01/2017
Jpmorgan Chase Securities,Llc Rockford IL 11/2017 08/2024
Wells Fargo Clearing Services, Llc Chicago IL 08/2024 Present
  • 01/2017 → 08/2024
    Chase Bank
    Rockford, IL
  • 04/2014 → 01/2017
    Chase Bank
    Loves Park, IL
  • 11/2017 → 08/2024
    Jpmorgan Chase Securities,Llc
    Rockford, IL
  • 08/2024 → Present
    Wells Fargo Clearing Services, Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
S63 Uniform Securities Agent State Law Examination 2018-02-16
  • S66 Uniform Combined State Law Examination
    2026-05-22
  • S63 Uniform Securities Agent State Law Examination
    2018-02-16

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC

Nearby Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
DAVID RAY FEHRLE

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL

More in Rockford, IL

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