Wells Fargo Clearing Services, LLC
About this Advisor
Amanda Jezik is a financial advisor based in Tulsa, Oklahoma, with 10 years of professional experience. Jezik is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Morgan Stanley, Postoak Lodge, International Insurance Brokers and Wells Fargo Clearing Services LLC. Jezik maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oklahoma and Texas. Wells Fargo Clearing Services, LLC is an advisory company that has its headquarters in Tulsa, Oklahoma. The company has offices in 5,627 locations and a total of 21,510 employees. It manages $648 billion in assets across its 1,477,661 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 6,968 charities and foundations. Of its 1,477,661 client accounts, 44% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs 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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Amanda Jezik Work History
Amanda has 10 years of experience.
Wells Fargo Clearing Services LLC
International Insurance Brokers
Amanda Jezik has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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