Jonathan
Cline

Wells Fargo Clearing Services, LLC

CRD#4396044
Investment Advisor
in Charlotte, NC
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About this Advisor

Jonathan Cline is a certified financial planner who lives in Charlotte, North Carolina. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Cline has an impressive 31 years of work experience. Cline has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cline is registered to serve clients in Louisiana, Texas and North Carolina. Throughout their career, they have worked at Wssh Of Monroe, Inc, Wachovia Securities, LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, Ameriprise Financial, Chili'S Bar & Grill, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Charlotte, North Carolina, and operates out of 6,557 other offices across the nation. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest 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 firm's clients are high-net-worth individuals, meaning they have more than $1 million in 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

31 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

6000 Fairview Dr Ste 800
Charlotte, NC 28210

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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

Jonathan Cline Work History

Jonathan has 31 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2009 - 2010 (1 year)

Chili'S Bar & Grill

2008 - 2008 (< 1 year)

Pruco Securities, LLC

2008 - 2008 (< 1 year)

The Prudential Insurance Company Of America

2008 - 2009 (1 year)

Ameriprise Financial

2003 - 2009 (6 years)

Wachovia Securities, LLC

1987 - 2008 (21 years)

Wssh Of Monroe, Inc

Disclosures

Jonathan Cline has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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