Jeff Thomas Bruun

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

• 03/2011 → 11/2016
  Wells Fargo Advisors Llc
  Scottsdale, AZ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ

Previous Registrations

• 2006-06-29 → 2011-03-09
  Chase Investment Services Corp.
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Glendale, AZ
  Scottsdale, AZ
• 2005-05-16 → 2006-06-14
  Td Ameritrade, Inc.
  Menlo Park, CA
• 2006-04-25 → 2006-06-14
  Td Ameritrade Investment Management, Llc
  Santa Clara, CA
• 2003-01-30 → 2003-12-01
  Morgan Stanley Dw Inc.
  Citrus Hghts, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-14