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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| FL | RA | APPROVED | 2024-04-22 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410 • United States
1044 N Us Highway 1 Ste 101, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 09/2023 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 09/2023 | 04/2024 |
| 1000 North | Jupiter | FL | 01/2022 | Present |
| Publix Supermarkets | Palm Beach Gardens | FL | 11/2017 | Present |
| Jupiter Country Club | Jupiter | FL | 07/2020 | 12/2021 |
| Dr Freeze Ice Cream | Palm Beach Gardens | FL | 03/2017 | 10/2017 |
| Unemployed | Palm Beach Gardens | FL | 09/2013 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 04/2024 | Present |
1000 NORTH, NOT INVT RELATED, JUPITER, FL, SERVER ASSISTANT, START DATE 4/23/2024, 24 HRS PER MONTH, 0 HRS DURING TRADING, BUSSING TABLES. PUBLIX SUPERMARKETS, NOT INVT RELATED, PALM BEACH GARDENS, FL, CASHIER/BAGGER, START DATE 4/23/2024, 20 HRS PER MONTH, 0 HRS DURING TRADING, SCAN AND BAG GROCERIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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