John
Jacob

Wells Fargo Clearing Services, LLC

CRD#3121342
Investment Advisor
in Charlotte, NC
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About this Advisor

John Jacob is a certified financial planner who lives in Charlotte, North Carolina. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, Jacob has 10 years of practice as a financial advisor. Jacob has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Jacob can work with investors in North Carolina and Texas. Over the course of their career, Jacob has held roles at Wachovia Securities, LLC, 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 brick-and-mortar locations in the country. As a registered investment advisory firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. 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 advisor firm's clients 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 66, Certified Financial Planner

Years of Experience

10 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

$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

John Jacob Work History

John has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

John Jacob has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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