Jon David Ardell

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

• 06/2009 → 01/2017
  Morgan Stanley Smith Barney
  Bakersfield, CA
• 01/2015 → 01/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → Present
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ

Previous Registrations

• 2009-06-01 → 2017-01-17
  Morgan Stanley
  Scottsdale, AZ
  Bakersfield, CA
  Scottsdale, AZ
  Scottsdale, AZ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bakersfield, CA
  Scottsdale, AZ
• 2005-11-10 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bakersfield, CA
  Scottsdale, AZ
• 1993-06-03 → 2005-12-05
  Ubs Financial Services Inc.
  Incline Village, NV
  Bakersfield, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-08
• S63 Uniform Securities Agent State Law Examination
  1986-03-11

Other Names

• Bud Ardell