Wells Fargo Clearing Services, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Clearing Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Jeremiah Dissassa Work History
Jeremiah has 10 years of experience.
Wells Fargo Clearing Services LLC
Wells Fargo Bank Na
Freddy'S Frozen Custard And Steakburgers
University Of New Mexico
Unm South Championship Golf Course
Jeremiah Dissassa has no disclosures.
Please visit their SEC profile for more details.