Amanda
Jezik

Wells Fargo Clearing Services, LLC

CRD#6202774
Investment Advisor
in Tulsa, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 66

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

6060 S American Plaza St E Ste 400
Tulsa, OK 74135

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

$647,795,506,834

OK Average: $11,469,110,461
Total Number of Employees

21,510

OK Average: 458
Total Number of Accounts

1,477,661

OK Average: 33,415
Average Account Size

$438,393

OK 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

Amanda Jezik Work History

Amanda has 10 years of experience.

2019 - Present (3 years)

Wells Fargo Clearing Services LLC

2013 - Present (9 years)

Morgan Stanley

2012 - 2013 (1 year)

Postoak Lodge

2012 - 2012 (< 1 year)

International Insurance Brokers

Disclosures

Amanda Jezik has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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