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Jeremiah Francis Mc Namara

Wells Fargo Clearing Services, LLC

Red Bank, NJ

Toms River, NJ

Manalapan, NJ

CRD 1425002

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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
NJ RA APPROVED 2010-06-10
  • NJ RA
    APPROVED
    Since 2010-06-10

Branch Locations

331 Newman Springs Rd Bldg 2, 3Rd Fl, Red Bank, NJ 07701 • United States

530 Lakehurst Rd Ste 301 The Pyramid Center, Toms River, NJ 08755 • United States

Manalapan, NJ • 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 Advisors Llc Red Bank NJ 06/2010 11/2016
Wells Fargo Clearing Services, Llc Red Bank NJ 11/2016 Present
Previous Registrations
Other Businesses

MACKUS LLC; INVESTMENT RELATED; MANALAPAN, NJ; OWNER; RENTAL PROPERTY; START DATE 5/2012; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-12
  • S63 Uniform Securities Agent State Law Examination
    1986-05-12
Other Names
  • Jerry Mcnamara
  • Jeremiah Francis Mcnamara

View on SEC IAPD

Nearby Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC

Nearby Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan

Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

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