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Jake Wayne

Wells Fargo Clearing Services, LLC

Port Jefferson, NY

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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
NY RA APPROVED 2024-07-20
  • NY RA
    APPROVED
    Since 2024-07-20

Branch Locations

70 N Country Rd Ste 301, Port Jefferson, NY 11777 • 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 Port Jefferson NY 04/2024 Present
Greystone New York City NY 05/2021 12/2023
Pricewaterhouse Coopers Llc New York City NY 08/2019 04/2021
Suny Old Westbury Westbury NY 08/2018 08/2019
University At Albany Albany NY 08/2013 12/2017
Unemployed Commack NY 01/2024 04/2024
Taylormade Golf Carlsbad NY 03/2019 12/2023
Pricewaterhouse Coopers New York NY 01/2018 03/2018
Unemployed Commack NY 04/2018 07/2018
  • 04/2024 → Present
    Wells Fargo Clearing Services, Llc
    Port Jefferson, NY
  • 05/2021 → 12/2023
    Greystone
    New York City, NY
  • 08/2019 → 04/2021
    Pricewaterhouse Coopers Llc
    New York City, NY
  • 08/2018 → 08/2019
    Suny Old Westbury
    Westbury, NY
  • 08/2013 → 12/2017
    University At Albany
    Albany, NY
  • 01/2024 → 04/2024
    Unemployed
    Commack, NY
  • 03/2019 → 12/2023
    Taylormade Golf
    Carlsbad, NY
  • 01/2018 → 03/2018
    Pricewaterhouse Coopers
    New York, NY
  • 04/2018 → 07/2018
    Unemployed
    Commack, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-20
  • S66 Uniform Combined State Law Examination
    2024-07-20

View on SEC IAPD

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Other Offices

ST. JAMES INVESTMENT ADVISORS, LLC · PORT JEFFERSON, NY
MORGAN STANLEY · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Pt. Jefferson, NY
RUGGIERO INVESTMENTS · Port Jefferson, NY
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