Jerry Alexander Pinilla

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Deerfield, IL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Deerfield, IL

Previous Registrations

• 2004-02-04 → 2005-05-31
  Citigroup Global Markets Inc.
  Coral Gables, FL
• 2000-11-03 → 2003-06-04
  Morgan Stanley Dw Inc.
  Miami, FL

Other Businesses

RENTAL PROPERTY; INV RELATED; MIAMI, FL; 100% OWNERSHIP; START 2009; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-15
• S66 Uniform Combined State Law Examination
  2000-12-01

Other Names

• Jerry A Pinilla