Jean-Paul Morrieson Clark

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Tampa, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Tampa, FL

Previous Registrations

• 2004-03-16 → 2007-11-06
  Banc Of America Investment Services, Inc.
  Tampa, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-03-10
• S63 Uniform Securities Agent State Law Examination
  2000-07-21

Other Names

• Jeanpaul Morrieson Clark