Jeffrey
Liber

Wells Fargo Clearing Services, LLC

CRD#2970125
Investment Advisor
in San Diego, CA
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About this Advisor

Jeffrey Liber is a certified financial planner based out of San Diego, California, who has been in the financial industry for 10 years. Liber is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, Liber has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Liber maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Wells Fargo Clearing Services, LLC is a business headquartered in San Diego, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It has $473 billion in assets between its 1,432,715 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth investors who have at least $1 million in assets. Wells Fargo Clearing Services, LLC performs a number of services, such as 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. Fees for financial advisory services vary depending on which service is provided. Fees charged by Wells Fargo Clearing Services, LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Yes

Office Location

12531 High Bluff Dr Ste 400
San Diego, CA 92130

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

CA 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

Jeffrey Liber Work History

Jeffrey has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Jeffrey Liber has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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