Jeremiah
Dissassa

Wells Fargo Clearing Services, LLC

CRD#6898842
Investment Advisor
in Denver, CO
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About this Advisor

Jeremiah Dissassa is a financial advisor based in Denver, Colorado. Currently an advisor with Wells Fargo Clearing Services, LLC, Dissassa has 10 years of practice as a registered investment advisor. Dissassa maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Dissassa can work with investors in Colorado and New Mexico. Throughout their career, they have worked at Wells Fargo Bank Na, Freddy'S Frozen Custard And Steakburgers, Blake'S Lotaburger, University Of New Mexico, Wells Fargo Clearing Services LLC, P.F. Changs and Unm South Championship Golf Course. Wells Fargo Clearing Services, LLC is headquartered in Denver, Colorado, and has 6,557 other offices throughout the country. As an advisor firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

No

Office Location

1700 Lincoln St 48Th, 49Th and 50Th Fls [Ma/Md-Rbo]
Denver, CO 80203

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

CO 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

Jeremiah Dissassa Work History

Jeremiah has 10 years of experience.

2018 - Present (1 year)

Wells Fargo Clearing Services LLC

2015 - Present (4 years)

Wells Fargo Bank Na

2015 - 2015 (< 1 year)

P.F. Changs

2013 - 2015 (2 years)

Freddy'S Frozen Custard And Steakburgers

2013 - 2013 (< 1 year)

Blake'S Lotaburger

2012 - 2013 (1 year)

University Of New Mexico

2012 - 2012 (< 1 year)

Unm South Championship Golf Course

Disclosures

Jeremiah Dissassa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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