J.
Burns

Wells Fargo Clearing Services, LLC

CRD#36324
Investment Advisor
in Charlotte, NC
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About this Advisor

J. Burns is a certified financial planner who is based out of Charlotte, North Carolina. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have accrued an impressive 24 years of work experience in the financial advisory industry. Burns has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Burns is able to operate in North Carolina. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Charlotte, North Carolina, and has 6,557 additional locations across the nation. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 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

15801 Brixham Hill Ave Ste 100
Charlotte, NC 28277

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

NC Average: 458
Total Number of Accounts

1,434,106

NC Average: 33,415
Average Account Size

$302,067

NC 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

J. Burns Work History

J. has 24 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (< 1 year)

Morgan Stanley Smith Barney

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1994 - 2009 (15 years)

Citigroup Global Markets Inc

Disclosures

J. Burns has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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