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Jayden Alan Epperson

Wells Fargo Clearing Services, LLC

Salt Lake City, UT

Provo, UT

Orem, UT

Provo, UT

CRD 6934257

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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
UT RA APPROVED 2025-05-15
  • UT RA
    APPROVED
    Since 2025-05-15

Branch Locations

299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States

86 N University Ave 1St & 2Nd Fls, Provo, UT 84601 • United States

456 E 1150 S, Orem, UT 84097 • United States

7916 Byu, Provo, UT 84602 • 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
Wells Fargo Bank, Na American Fork UT 01/2014 11/2022
Wells Fargo Clearing Services, Llc Provo UT 04/2018 06/2019
Wells Fargo Clearing Services, Llc American Fork UT 10/2019 11/2022
U.S. Bank Salt Lake City UT 11/2022 04/2025
U.S. Bancorp Investments, Inc. Salt Lake City UT 11/2022 04/2025
Wells Fargo Clearing Services, Llc Salt Lake City UT 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-04
S63 Uniform Securities Agent State Law Examination 2018-07-13
  • S65 Uniform Investment Adviser Law Examination
    2019-03-04
  • S63 Uniform Securities Agent State Law Examination
    2018-07-13
Other Names
  • Jayden Alan Epperson
  • Jayden Epperson

View on SEC IAPD

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MICHAEL GENE MEYER
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Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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