Jason Mclean Hurley

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Tigard, OR
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Tigard, OR

Previous Registrations

• 2010-03-11 → 2011-01-03
  Wells Fargo Investments, Llc
  Tigard, OR
  Portland, OR
  Portland, OR
• 2009-05-02 → 2010-03-15
  Chase Investment Services Corp.
  Beaverton, OR
  Beaverton, OR
  Aloha, OR
  Hillsboro, OR
• 2005-09-01 → 2009-05-02
  Wamu Investments, Inc.
  Beaverton, OR
  Beaverton, OR
  Beaverton, OR
  Aloha, OR
  Hillsboro, OR
• 2005-01-03 → 2005-08-29
  Phillips & Company
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-04
• S63 Uniform Securities Agent State Law Examination
  1999-06-03

Other Names

• Jason Mclean Hurley
• Jason Mclean Hurley