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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-28 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 06/2023 | 06/2024 |
| Tiaa | Lewisville | TX | 06/2023 | 06/2024 |
| University Of North Florida | Jacksonville | FL | 06/2017 | 12/2022 |
| Jacksonville Maintenance And Services | Jacksonville | FL | 01/2020 | 01/2022 |
| Bishop Kenny High School | Jacksonville | FL | 06/2015 | 05/2017 |
| Unemployed | Jacksonville | FL | 12/2022 | 06/2023 |
| Edward Jones | St. Louis | MO | 09/2024 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
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