Jac B Stulberg

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

• 05/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Los Angeles, CA
• 03/2020 → 07/2026
  Ameriprise Financial Services, Llc
  Los Angeles, CA
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA

Previous Registrations

• 2016-05-13 → 2026-08-31
  Ameriprise Financial Services, Llc
  Los Angeles, CA
  Encino, CA
• 2009-06-01 → 2016-06-10
  Morgan Stanley
  Beverly Hills, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beverly Hills, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Sherman Oaks, CA
  Sherman Oak, CA
  Beverly Hills, CA

Other Businesses

Real Estate Ownership; Single Family; 15007 N. Valleyheart Drive, , Sherman Oaks, CA, 91403; Investment-Related; 05/01/2014. Other Business Activities; LAPD Community Police Advisory Board; Interchange between the LA Police Dept. and LA citizens; Rampart Division, ,; ; 01/03/2017; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-05
• S63 Uniform Securities Agent State Law Examination
  1986-03-27

Other Names

• Jac B Stulberg
• Jac Burton Stulberg