Jonathan
Adcock

Wells Fargo Clearing Services, LLC

CRD#6564940
Investment Advisor
in Fairhope, AL

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About this Advisor

Jonathan Adcock is an advisor whose office is in Fairhope, Alabama. Currently an investment advisor at Wells Fargo Clearing Services, LLC, Adcock has 11 years of experience as a financial advisor. Adcock holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Adcock can work with clients in Alabama and Texas. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Well Fargo Bank N.A, Auburn University and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Fairhope, Alabama, and operates out of 6,239 additional brick-and-mortar locations across the nation. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and employs more than 25,711 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

208 N Greeno Rd Ste D1
Fairhope, AL 36532

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

AL Average: $11,469,110,461
Total Number of Employees

25,711

AL Average: 458
Total Number of Accounts

1,430,874

AL Average: 33,415
Average Account Size

$357,078

AL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jonathan Adcock Work History

Jonathan has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2013 - 2015 (2 years)

Well Fargo Bank N.A

2009 - 2013 (4 years)

Auburn University

Disclosures

Jonathan Adcock has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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