Jonathan
Davis

Wells Fargo Clearing Services, LLC

CRD#5111891
Investment Advisor
in Raleigh, NC
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About this Advisor

Jonathan Davis is a certified financial planner working in Raleigh, North Carolina, who has been in the advisory business for 13 years. Davis is currently employed by Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wachovia Bank, N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Davis holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm that has its headquarters in Raleigh, North Carolina. It has offices in 6,557 locations and a total of 26,409 advisors. It has $473 billion in assets under management across its 1,432,715 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs a diverse array 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. Fees for financial management are based on the financial services provided. Fees charged by Wells Fargo Clearing Services, LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

3105 Glenwood Ave Stes 201 and 302
Raleigh, NC 27612

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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

Jonathan Davis Work History

Jonathan has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Wachovia Securities, LLC

2005 - Present (14 years)

Wachovia Bank, N.A

Disclosures

Jonathan Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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