J
Akers

Wells Fargo Clearing Services, LLC

CRD#871783
Investment Advisor
in Atlanta, GA
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About this Advisor

J Akers is a certified financial planner whose office is in Atlanta, Georgia. Currently an advisor with Wells Fargo Clearing Services, LLC, Akers has 15 years of practice in the financial advisory industry. Akers maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Akers is able to work with clients in Georgia and Texas. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wachovia Securities LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Atlanta, Georgia, and operates out of 6,557 additional brick-and-mortar locations throughout the United States. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. 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 customers are high-net-worth individuals, meaning they have more 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

950 E Paces Ferry Rd Ne Stes 1200 and 1400
Atlanta, GA 30326

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA 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

J Akers Work History

J has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

J Akers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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