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Jason Thomas Whitehead

Wells Fargo Clearing Services, LLC

San Francisco, CA

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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
TX RA APPROVED 2025-11-04
CA RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2025-11-04
  • CA RA
    APPROVED
    Since 2025-06-18

Branch Locations

555 California St 24Th Fl, San Francisco, CA 94104 • 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 Clearing Services, Llc San Francisco CA 07/2024 Present
Wells Fargo Bank, Na San Francisco CA 07/2024 Present
Wells Fargo San Fransico CA 06/2023 08/2023
Full Time College Education Newark DE 09/2020 06/2024
Pretium Manhatten NY 06/2022 07/2022
Town Of Southeast Brewster NY 05/2018 08/2021
Fulltime Highschool Student Brewster NY 09/2016 06/2020
Dunkin Donuts Brewster NY 09/2019 07/2022
  • 07/2024 → Present
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
  • 07/2024 → Present
    Wells Fargo Bank, Na
    San Francisco, CA
  • 06/2023 → 08/2023
    Wells Fargo
    San Fransico, CA
  • 09/2020 → 06/2024
    Full Time College Education
    Newark, DE
  • 06/2022 → 07/2022
    Pretium
    Manhatten, NY
  • 05/2018 → 08/2021
    Town Of Southeast
    Brewster, NY
  • 09/2016 → 06/2020
    Fulltime Highschool Student
    Brewster, NY
  • 09/2019 → 07/2022
    Dunkin Donuts
    Brewster, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
Other Names
  • Jason Thomas Whitehead
  • Jason Whitehead

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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