Jon
Banister

Wells Fargo Clearing Services, LLC

CRD#1017796
Investment Advisor
in Dallas, TX
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About this Advisor

Jon Banister is an advisor who lives in Dallas, Texas. Currently an investment advisor with Wells Fargo Clearing Services, LLC, they have accrued 12 years of work experience in the financial advisory industry. Banister has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Banister is registered to work with clients in Texas. Banister has gained experience at Madison Avenue Securities, Inc, Lockton Companies, LLC, Lockton Financial Advisors, LLC, Lockton Investment Advisors, LLC, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Dallas, Texas, and operates out of 6,557 brick-and-mortar locations in the country. As a registered advisory firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

12 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

1445 Ross Ave 44Th Fl [Te-Rbo]
Dallas, TX 75202

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

TX Average: 458
Total Number of Accounts

1,432,715

TX Average: 33,415
Average Account Size

$330,143

TX 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

Jon Banister Work History

Jon has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2011 - 2014 (3 years)

Lockton Companies, LLC

2011 - 2014 (3 years)

Lockton Financial Advisors, LLC

2011 - 2014 (3 years)

Lockton Investment Advisors, LLC

2006 - 2011 (5 years)

Madison Avenue Securities, Inc

Disclosures

Jon Banister has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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