James Cameron Taylor

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-14

TX RA
APPROVED

Since 2023-12-14

Branch Locations

14447 Nw Military Hwy, San Antonio, TX 78231 • United States

1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • 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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	San Antonio	TX	08/2023	Present
Harlandale Isd	San Antonio	TX	08/2016	08/2023

08/2023 → Present

Wells Fargo Clearing Services, Llc

San Antonio, TX
08/2016 → 08/2023

Harlandale Isd

San Antonio, TX

Other Businesses

GUITAR DOJO, NOT INV RELATED, SAN ANTONIO, TX, SUBSTITUTE MUSIC TEACHER, START: 9/16/2023, 10 HOURS A MONTH, 0 HOURS DURING TRADING, TEACHING MUSIC LESSONS. DELLVIEW MUSIC FOUNDATION, NOT INV REALTED, SAN ANTONIO, TX, MUSIC INTRUCTOR, START 6/10/24, 32.5 HOURS OVER THE ONE WEEK & DURING TRADING HOURS, MUSIC MAKERS ELEMENTARY SCHOOL SUMMER CAMP;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-13

S66 Uniform Combined State Law Examination

2023-12-13

Other Names

James Taylor

View on SEC IAPD