Jeffrey
Tomski

Wells Fargo Clearing Services, LLC

CRD#1998760
Investment Advisor
in Charlotte, NC
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About this Advisor

Jeffrey Tomski is a financial advisor based in Charlotte, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, they have accumulated a notable 21 years of work experience in the financial advisory industry. Tomski has a Series 63 license, designating the advisor as a securities agent. Tomski is able to act as a financial advisor in Texas. During their career, the advisor has held roles 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 offices across the country. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management 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 has the authority to make all investment decisions. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

21 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

401 S Tryon St [Wbs Admin]
Charlotte, NC 28202

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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

Jeffrey Tomski Work History

Jeffrey has 21 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

1997 - 2009 (12 years)

Citigroup Global Markets Inc

Disclosures

Jeffrey Tomski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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