Jean
Adams

Wells Fargo Clearing Services, LLC

CRD#2415987
Investment Advisor
in Seattle, WA
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About this Advisor

Jean Adams is a certified financial planner in Seattle, Washington. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Adams has a notable 27 years of experience as a registered advisor. Adams maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Adams is able to advise clients in Washington. Adams has gained experience at Seafirst Bank, Banc Of America Investment Services, Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Seattle, Washington, and has 6,557 locations throughout the United States. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable 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, Certified Financial Planner

Years of Experience

27 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

Yes

Office Location

999 3Rd Ave 39Th and 40Th Fls [Rbo]
Seattle, WA 98104

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

WA Average: 458
Total Number of Accounts

1,434,106

WA Average: 33,415
Average Account Size

$302,067

WA 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 Adams Work History

Jean has 27 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

1999 - Present (20 years)

Banc Of America Investment Services, Inc

1991 - Present (28 years)

Seafirst Bank

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

Disclosures

Jean Adams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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