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Jonny Jay Heath

Wells Fargo Clearing Services, LLC

Minneapolis, MN

Roseville, MN

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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
MN RA APPROVED 2024-09-05
  • MN RA
    APPROVED
    Since 2024-09-05

Branch Locations

90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States

2440 Fairview Ave N, Roseville, MN 55113 • 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 Clearing Services, Llc Roseville MN 05/2024 Present
Wells Fargo Bank, Na Roseville MN 04/2022 Present
Lexgo Andover MN 04/2021 04/2022
Cvent Andover MN 04/2016 03/2021
  • 05/2024 → Present
    Wells Fargo Clearing Services, Llc
    Roseville, MN
  • 04/2022 → Present
    Wells Fargo Bank, Na
    Roseville, MN
  • 04/2021 → 04/2022
    Lexgo
    Andover, MN
  • 04/2016 → 03/2021
    Cvent
    Andover, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-04
S63 Uniform Securities Agent State Law Examination 2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-04
  • S63 Uniform Securities Agent State Law Examination
    2024-08-09
Other Names
  • Jon J. Heath
  • Jon Heath

View on SEC IAPD

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