Kellie
Jacques

Wells Fargo Clearing Services, LLC

CRD#4029794
Investment Advisor
in Boston, MA
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About this Advisor

Kellie Jacques is a certified financial planner in Boston, Massachusetts. Currently an advisor at Wells Fargo Clearing Services, LLC, Jacques has 17 years of work experience as a financial advisor. Jacques has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Jacques is registered to work with investors in Connecticut. Throughout their career, they have worked at Citigroup Global Markets Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Boston, Massachusetts, and operates out of 6,557 offices throughout the country. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC can offer 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 66, Certified Financial Planner

Years of Experience

17 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

2 International Pl Fl 20
Boston, MA 02110

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

MA Average: 458
Total Number of Accounts

1,434,106

MA Average: 33,415
Average Account Size

$302,067

MA 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

Kellie Jacques Work History

Kellie has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2001 - 2009 (8 years)

Citigroup Global Markets Inc

Disclosures

Kellie Jacques has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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