Jorge
Silva

Wells Fargo Clearing Services, LLC

CRD#2493270
Investment Advisor
in New York, NY
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About this Advisor

Jorge Silva is a certified financial planner operating in New York, New York, who has been in the financial industry for 11 years. Silva is an employee of Wells Fargo Clearing Services, LLC. During their career, Silva has held roles at J.P. Morgan Securities LLC, Merrill Lynch, Jorge Silva Tax Preparation, Chase Investment Services Corp, Wells Fargo Clearing Services, LLC and Jp Morgan Chase Bank, N.A. Silva holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in New York, New York. The company has offices in 6,557 locations and a total of 26,409 people on staff. It manages $473 billion in assets under management between its 1,432,715 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth investors who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC has a diverse 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. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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

Yes

Office Location

150 E 42Nd St 26Th Fl [Ipcs-Lb]
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

Jorge Silva Work History

Jorge has 11 years of experience.

2018 - Present (1 years)

Wells Fargo Clearing Services, LLC

2015 - 2018 (3 years)

Jp Morgan Chase Bank, N.A

2012 - 2018 (6 years)

J.P. Morgan Securities LLC

2009 - 2009 (0 years)

Jorge Silva Tax Preparation

2009 - 2012 (3 years)

Chase Investment Services Corp

2007 - 2008 (1 years)

Merrill Lynch

Disclosures

Jorge Silva has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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