Alicia S. Davis

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

• 04/2018 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 04/2018 → 07/2024
  Bank Of America, N.A.
  Northbrook, IL
• 11/2017 → 08/2018
  Ultimate Gymnastics Llc
  Gurnee, IL
• 05/2016 → 11/2017
  Unemployed
  Grayslake, IL
• 08/2024 → 12/2025
  J.P. Morgan Securities Llc
  Park Ridge, IL
• 08/2024 → 12/2025
  Jpmorgan Chase Bank, N.A.
  Park Ridge, IL
• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  Chicago, IL

Previous Registrations

• 2024-08-05 → 2025-12-14
  J.P. Morgan Securities Llc
  Park Ridge,, IL
• 2018-08-08 → 2024-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Chicago, IL
  Vernon Hills, IL
  Northbrook, IL
  Buffalo Grove, IL
  Vernon Hills, IL
  Buffalo Grove, IL
  Vernon Hills, IL
  Lincolnshire, IL
  Chicago, IL
  Northbrook, IL
  Lake Forest, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-08-07

Other Names

• Alicia Simmonette Shand
• Alicia Davis
• Alicia S Shand
• Alicia S Davis
• Alicia Shand
• Alicia Simmonette Davis