John
Shipper

Wells Fargo Clearing Services, LLC

CRD#1325460
Investment Advisor
in Woodland Hills, CA
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About this Advisor

John Shipper is an investment advisor based in Woodland Hills, California. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have gathered a notable 25 years of professional experience. Shipper has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Shipper is able to advise clients based out of California. Shipper has gained experience at Wells Fargo Advisors LLC, Citigroup Global Markets Inc, Wachovia Securities, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Woodland Hills, California, and has 6,557 additional locations in the nation. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages 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 advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

5820 Canoga Ave Ste 100
Woodland Hills, CA 91367

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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

John Shipper Work History

John has 25 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2009 - 2009 (< 1 year)

Wachovia Securities, LLC

1993 - 2009 (16 years)

Citigroup Global Markets Inc

Disclosures

John Shipper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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