Jerod
Allen

Wells Fargo Clearing Services, LLC

CRD#5976194
Investment Advisor
in Raleigh, NC
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About this Advisor

Jerod Allen is a financial advisor operating in Raleigh, North Carolina, with 11 years of professional experience. Allen is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Insight Property Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Allen maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in North Carolina. Wells Fargo Clearing Services, LLC is a company that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It oversees $473 billion in total assets between its 1,432,715 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets. Wells Fargo Clearing Services, LLC provides a diverse range 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. A financial advisor's fees largely vary depending on which services are offered. Fees charged by Wells Fargo Clearing Services, LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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 Fayetteville St 7Th Fl [R2-Rbo]
Raleigh, NC 27601

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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

Jerod Allen Work History

Jerod has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - Present (6 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2011 - 2013 (2 years)

Northwestern Mutual Life Insurance Company

2011 - 2013 (2 years)

Northwestern Mutual Investment Services LLC

2007 - 2011 (4 years)

Insight Property Group

Disclosures

Jerod Allen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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