Jean
Dutt

Wells Fargo Clearing Services, LLC

CRD#2272650
Investment Advisor
in Aberdeen, SD

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About this Advisor

Jean Dutt is a financial advisor who works out of Aberdeen, South Dakota, who has been in the financial industry for 10 years. Dutt is currently employed by Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Midstates, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Dutt maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in South Dakota and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Aberdeen, South Dakota. The firm has offices in 6,405 locations and a total of 26,352 employees. It handles $433 billion in assets between its 1,434,106 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 5,905 charitable organizations. Of its 1,434,106 accounts, 39% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, including 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 largely depend on which service is offered. However, fees billed by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

11 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

504 6Th Ave Se
Aberdeen, SD 57401

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

SD Average: 458
Total Number of Accounts

1,434,106

SD Average: 33,415
Average Account Size

$302,067

SD 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

Jean Dutt Work History

Jean has 11 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2009 - 2015 (6 years)

Midstates

Disclosures

Jean Dutt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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