Jolene
Goetz

Wells Fargo Clearing Services, LLC

CRD#6176633
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jolene Goetz is a financial advisor based in Albuquerque, New Mexico, who has been in the industry for 12 years. Goetz is on the advisory team at Wells Fargo Clearing Services, LLC. The advisor has gained experience at Fidelity Investments, Mary Kay Cosmetics, Chartwells, Steely Cafe, Jeff Thomas Catering and Fidelity Brokerage Services LLC. Goetz maintains a Series 63 license, certifying them as a securities representative, and is able to work in Texas. Wells Fargo Clearing Services, LLC is a financial advisory business headquartered in Albuquerque, New Mexico. It has offices in 6,239 locations and a total of 25,711 advisors. It administers $511 billion in total assets between its 1,430,874 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 5,773 charities and foundations. Of its 1,430,874 accounts, 41% are held by high-net-worth clients who have at least $1 million in assets. The business offers a broad range of services, including 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 usually vary depending on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

12 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

6501 Americas Pkwy Ne Ste 1000
Albuquerque, NM 87110

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NM Average: 458
Total Number of Accounts

1,430,874

NM Average: 33,415
Average Account Size

$357,078

NM 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

Jolene Goetz Work History

Jolene has 12 years of experience.

2016 - Present (5 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Mary Kay Cosmetics

2012 - 2016 (4 years)

Fidelity Investments

2011 - 2012 (1 year)

Chartwells, Steely Cafe

2009 - 2014 (5 years)

Jeff Thomas Catering

2008 - 2012 (4 years)

Mary Kay Cosmetics

Disclosures

Jolene Goetz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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