Jeffrey
Gray

Wells Fargo Clearing Services, LLC

CRD#2276927
Investment Advisor
in Atlanta, GA
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About this Advisor

Jeffrey Gray is a certified financial planner based in Atlanta, Georgia, who has been in the advisory business for 15 years. Gray is on the advisory team at Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Gray has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Atlanta, Georgia. The company has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in total assets across its 1,432,715 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth investors who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC performs a number of services, such as 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. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Wells Fargo Clearing Services, LLC most likely 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

3280 Peachtree Rd Ne 3Rd and 4Th Fls [Rbo]
Atlanta, GA 30305

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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

Jeffrey Gray Work History

Jeffrey 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

Jeffrey Gray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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