Robert Alex Karson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 02/2025
  Jpmorgan Chase
  Westport, CT
• 03/2021 → 06/2024
  Barnes And Noble
  Westport, CT
• 07/2019 → 07/2019
  Innovative Artists
  New York, NY
• 06/2018 → 08/2018
  Caa Via Eleventh Hour Entertainment
  New York, NY
• 01/2018 → 05/2018
  Candlewood Market
  Fairfield, CT
• 01/2017 → 07/2017
  Wakeman Boys And Girls Club
  Fairfield, CT
• 02/2016 → 12/2016
  The Gym At Southport
  Southport, CT
• 09/2013 → 05/2019
  Student
  New York, NY
• 07/2019 → 03/2021
  Unemployed
  Fairfield, CT
• 02/2025 → 02/2025
  Unemployed
  Fairfield, CT
• 07/2017 → 07/2017
  Vidal Wettenstein
  Westport, CT
• 02/2025 → 05/2025
  Philip D Baus
  Stamford, CT
• 06/2025 → 10/2025
  Northwestern Mutual Investment Services Llc
  Stamford, CT
• 05/2025 → 06/2025
  Philip Baus
  Stamford, CT
• 10/2025 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-16
• S63 Uniform Securities Agent State Law Examination
  2024-08-30

Other Names

• Robby Alex Karson
• Robert Karson
• Robert Alex Karson