Gerald
Hannon

Wells Fargo Clearing Services, LLC

CRD#2576451
Investment Advisor
in Portland, OR
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About this Advisor

Gerald Hannon is a financial advisor who is based in Portland, Oregon. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, Hannon has an impressive 21 years of professional experience. Hannon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Hannon can serve customers based out of Oregon and Texas. Over the course of their career, Hannon has held roles at Wm Financial Services, Inc, Chase Investment Services Corp, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Portland, Oregon, and has 6,557 other locations in the United States. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

1300 Sw 5Th Ave 15Th and 18Th Fls [Rbo]
Portland, OR 97201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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

Gerald Hannon Work History

Gerald has 21 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2012 - 2013 (1 years)

J.P. Morgan Securities LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

1997 - 2009 (12 years)

Wm Financial Services, Inc

Disclosures

Gerald Hannon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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