Best Investors Account Sign in

Jacob Dennis Bert Shereck

Wells Fargo Clearing Services, LLC

Tempe, AZ

Minneapolis, MN

Claim This Profile
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
AZ RA APPROVED 2026-06-22
MN RA APPROVED 2024-04-08
  • AZ RA
    APPROVED
    Since 2026-06-22
  • MN RA
    APPROVED
    Since 2024-04-08

Branch Locations

64 E Broadway Rd, Tempe, AZ 85282 • United States

90 S 7Th St 10Th & 11Th Fls [Gq-Rbo], Minneapolis, MN 55402 • 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 Maple Grove MN 12/2023 Present
Wells Fargo Bank, Na Maple Grove MN 03/2020 Present
Wells Fargo Coon Rapids MN 06/2022 12/2023
Wells Fargo Coon Rapids MN 12/2021 06/2022
Wells Fargo Coon Rapids MN 03/2020 12/2021
Caseys Blaine MN 02/2018 09/2019
The Diner Blaine MN 09/2017 01/2018
Shoreview Community Center Shoreview MN 12/2016 04/2017
Target Blaine MN 10/2016 12/2016
Unemployed Blaine MN 09/2019 03/2020
Unemployed Blaine MN 04/2017 09/2017
High School Spring Lake Park MN 12/2013 10/2016
  • 12/2023 → Present
    Wells Fargo Clearing Services, Llc
    Maple Grove, MN
  • 03/2020 → Present
    Wells Fargo Bank, Na
    Maple Grove, MN
  • 06/2022 → 12/2023
    Wells Fargo
    Coon Rapids, MN
  • 12/2021 → 06/2022
    Wells Fargo
    Coon Rapids, MN
  • 03/2020 → 12/2021
    Wells Fargo
    Coon Rapids, MN
  • 02/2018 → 09/2019
    Caseys
    Blaine, MN
  • 09/2017 → 01/2018
    The Diner
    Blaine, MN
  • 12/2016 → 04/2017
    Shoreview Community Center
    Shoreview, MN
  • 10/2016 → 12/2016
    Target
    Blaine, MN
  • 09/2019 → 03/2020
    Unemployed
    Blaine, MN
  • 04/2017 → 09/2017
    Unemployed
    Blaine, MN
  • 12/2013 → 10/2016
    High School
    Spring Lake Park, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-08
S63 Uniform Securities Agent State Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15
Other Names
  • Jake Dennis Bert Shereck
  • Jacob Shereck

View on SEC IAPD

Other Firms

OLIVE STREET INVESTMENT ADVISERS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
AQUILANT ADVISORS
ATROPOS CAPITAL MANAGEMENT, LLC
VIAGEM, LLC

Other Investors

David Erick Rosendahl
Teresa Valencia Schlafly
Sheree Louise Drake
AMY MARIE STARZYK
ANN MARIE OVERCASH
Stephen Wayne Barbour
JEREMY JOSEPH THARP
ANTHONY ALFRED OCCHINO

Other Offices

OLIVE STREET INVESTMENT ADVISERS, LLC · ST. LOUIS, MO
EDWARD JONES · ST. LOUIS, MO
J.P. MORGAN SECURITIES LLC · Des Peres, MO
U.S. BANCORP ADVISORS, LLC · Des Peres, MO
LPL FINANCIAL LLC · DES PERES, MO
AQUILANT ADVISORS · ST. LOUIS, MO
ATROPOS CAPITAL MANAGEMENT, LLC · ST. LOUIS, MO
VIAGEM, LLC · ST. LOUIS, MO

More in Tempe, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor