John
Gailey

Wells Fargo Clearing Services, LLC

CRD#1794143
Investment Advisor
in San Diego, CA
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About this Advisor

John Gailey is a certified financial planner who lives in San Diego, California. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Gailey maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Gailey is able to work with customers based out of California and Texas. During their career, the advisor has held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of San Diego, California, and operates out of 6,557 additional brick-and-mortar locations in the nation. As a registered investment firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC offers 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 63, Series 65, Certified Financial Planner

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

Yes

Office Location

4655 Executive Dr Ste 1000 [Sc/Sj-Rbo]
San Diego, CA 92121

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

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

John Gailey Work History

John has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2007 - 2011 (4 years)

Wells Fargo Investments, LLC

Disclosures

John Gailey has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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