Jacob
Jordison

Wells Fargo Clearing Services, LLC

CRD#4951272
Investment Advisor
in Draper, UT
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About this Advisor

Jacob Jordison is a financial advisor based out of Draper, Utah, with 13 years of professional experience. Jordison is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Bank, N.A, Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC and Wells Fargo Advisors LLC. Jordison holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Wells Fargo Clearing Services, LLC is a company that has its headquarters in Draper, Utah. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in total assets among its 1,432,715 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have at least $1 million in investable assets. The firm provides a broad range 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. Financial advisory fees largely vary depending on the type of services provided. Fees charged by Wells Fargo Clearing Services, LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

322 E 12300 S
Draper, UT 84020

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

UT Average: 458
Total Number of Accounts

1,434,106

UT Average: 33,415
Average Account Size

$302,067

UT 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

Jacob Jordison Work History

Jacob has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2005 - Present (14 years)

Wells Fargo Bank, N.A

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2007 - 2011 (4 years)

Wells Fargo Investments, LLC

Disclosures

Jacob Jordison has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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