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Justina Germosen

Wells Fargo Clearing Services, LLC

Columbia, SC

Summerville, SC

Charleston, SC

CRD 7927569

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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

AuthorityCategoryStatusDate
SC RA APPROVED 2025-02-05
  • SC RA
    APPROVED
    Since 2025-02-05

Branch Locations

1320 Main St Ste 600, Columbia, SC 29201 • United States

406 N Main St, Summerville, SC 29483 • United States

320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • 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 Summerville SC 05/2024 Present
Wells Fargo Bank, Na Summerville SC 04/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
S63 Uniform Securities Agent State Law Examination 2024-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05
  • S63 Uniform Securities Agent State Law Examination
    2024-10-17
Other Names
  • Justina Guilamo Avila
  • Justina Guilamo De Germosen

View on SEC IAPD

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STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

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