Wells Fargo Clearing Services, LLC
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About this Advisor
Jessica Ritson is a financial advisor who works out of Ames, Iowa, who has been in the industry for 15 years. Ritson works at Wells Fargo Clearing Services, LLC. Ritson has gained experience at Wells Fargo Bank, Na and Wells Fargo Clearing Services, LLC. Ritson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Ames, Iowa. The investment advisory business has offices in 5,627 locations and a total of 21,510 people on staff. It has $648 billion in total assets across its 1,477,661 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 6,968 charities and foundations. Of its 1,477,661 accounts, 44% belong to high-net-worth investors who have more than $1 million in assets. Wells Fargo Clearing Services, LLC performs a broad array 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 management fee schedules typically depend on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Jessica Ritson Work History
Jessica has 15 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Jessica Ritson has no disclosures.
Please visit their SEC profile for more details.
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