Jeffrey
Park

Wells Fargo Clearing Services, LLC

CRD#2229556
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jeffrey Park is a certified financial planner based out of Los Angeles, California, with 14 years of work experience. Park is currently employed by Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Park maintains a Series 63 license, designating them as a securities representative, and can operate in California and Texas. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in Los Angeles, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It administers $473 billion in total assets across its 1,432,715 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 accounts, 39% belong to high-net-worth investors who have at least $1 million in assets. Wells Fargo Clearing Services, LLC has a number of services, including 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. Financial advisory fee schedules are based on the services. Fees charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

707 Wilshire Blvd 52Nd and 53Rd Fls [Lg-Rbo]
Los Angeles, CA 90017

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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 Park Work History

Jeffrey has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2004 - 2011 (7 years)

Wells Fargo Investments, LLC

Disclosures

Jeffrey Park has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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