John
Borum

Wells Fargo Clearing Services, LLC

CRD#6261290
Investment Advisor
in New York, NY
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About this Advisor

John Borum is a certified financial planner in New York, New York. Currently an advisor with Wells Fargo Clearing Services, LLC, they have gathered 10 years of professional experience. Borum holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Borum is registered to work with customers based out of Connecticut and Texas. Throughout their career, Borum has worked at Old Dominion University, Securian Financial Services Inc, Minnesota Life, Virginia Asset Management, Sunsations Inc, Us Port Authority, Suntrust Investment Services, Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of New York, New York, and operates out of 6,557 other locations across the country. As an advisor firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages makes it one of the largest investment 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 advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC offers 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

10 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

280 Park Ave 27Th and 29Th Fls
New York, NY 10017

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

NY Average: 458
Total Number of Accounts

1,434,106

NY Average: 33,415
Average Account Size

$302,067

NY 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

John Borum Work History

John has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors LLC

2014 - 2015 (1 years)

Suntrust Investment Services, Inc

2013 - 2014 (1 years)

Securian Financial Services Inc

2013 - 2014 (1 years)

Minnesota Life

2013 - 2014 (1 years)

Virginia Asset Management

2012 - 2012 (0 years)

Us Port Authority

2009 - 2013 (4 years)

Sunsations Inc

2008 - 2013 (5 years)

Old Dominion University

Disclosures

John Borum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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