Jamie
Parker

Wells Fargo Clearing Services, LLC

CRD#4458801
Investment Advisor
in Charlotte, NC
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About this Advisor

Jamie Parker is an investment advisor who is based in Charlotte, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, they have accrued 13 years of professional experience. Parker maintains a Series 63 license, qualifying them as a securities representative. Parker can advise investors based out of North Carolina. During their career, Parker has held roles at Wells Fargo Clearing Services LLC and Vining Sparks. Wells Fargo Clearing Services, LLC is headquartered in Charlotte, North Carolina, and operates out of 6,557 additional brick-and-mortar locations across the country. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The firm's total assets under management makes it one of 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 advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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 63, Chartered Financial Analyst

Years of Experience

13 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

401 S Tryon St 18Th Fl
Charlotte, NC 28202

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

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

Jamie Parker Work History

Jamie has 13 years of experience.

2018 - Present (1 years)

Wells Fargo Clearing Services LLC

2005 - 2018 (13 years)

Vining Sparks

Disclosures

Jamie Parker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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