Phillip
Jordan

Wells Fargo Clearing Services, LLC

CRD#4304596
Investment Advisor
in Charlotte, NC
Are you Phillip Jordan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Phillip Jordan is a certified financial planner working out of Charlotte, North Carolina, with a total of 18 years of experience as a financial advisor. Jordan works at Wells Fargo Clearing Services, LLC. Throughout their career, Jordan has worked at Wells Fargo Advisors LLC, Edward Jones and Wells Fargo Clearing Services, LLC. Jordan holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Charlotte, North Carolina. The company has offices in 6,557 locations and a total of 26,409 people on staff. It handles $473 billion in assets under management among its 1,432,715 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides a number 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. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Phillip Jordan Work History

Phillip has 18 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

2000 - 2012 (12 years)

Edward Jones

Disclosures

Phillip Jordan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started