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 a registered investment advisor with Wells Fargo Clearing Services, LLC, Jacques has 10 years of professional experience as a registered investment advisor. Jacques maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Jacques is able to act as an advisor in Connecticut. Their career trajectory has included roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Boston, Massachusetts, and operates out of 6,405 additional locations in the nation. In total, Wells Fargo Clearing Services, LLC oversees $433 billion in assets throughout 1,434,106 accounts and retains more than 26,352 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 1,069,499 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in 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

11 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 11 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Kellie Jacques has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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