Wells Fargo Clearing Services

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2525 Cabot Dr Ste 301, Lisle, Illinois, ...

Phone Number

(630) 447-4401

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Wells Fargo Clearing Services

Jacobian Wealth Advisory specializes in providing affluent individuals and families with customized investment strategies and planning services. The firm offers individualized advice tailored to specific financial goals, ensuring clients receive personalized attention. Their resources include newsletters, calculators, and articles that cover various financial topics. Jacobian Wealth Advisory aims to empower clients with the knowledge and tools necessary for effective wealth management.Explore more
Popular SearchesWells Fargo Clearing Services LLCJacobian Wealth AdvisorySIC Code 62,628NAICS Code 52,523Show more

Wells Fargo Clearing Services Org Chart

PhoneEmail
SC
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Branch Administrative Associate

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wells Fargo Clearing Serv...

<$5M
1-10
Private
-
-
SC
Sandra ClarkBranch Administrative Associate
<$5M
1-10
Private
-
2019
MW
Margaret WinterClient Service Associate
<$5M
1-10
Private
-
-
PC
Phyllis CzerniakowskiClient Service Representative
<$5M
1-10
Private
-
-
DD
David DensmorePartner, Senior Financial Advisor
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wells Fargo Clearing Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wells Fargo Clearing Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wells Fargo Clearing Services.

Wells Fargo Clearing Services Tech Stack

A closer look at the technologies used by Wells Fargo Clearing Services

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Frequently Asked Questions Regarding Wells Fargo Clearing Services

What is Wells Fargo Clearing Services's official website?
Wells Fargo Clearing Services's official website is www.jacobianwealthadvisory.com
What is Wells Fargo Clearing Services's Revenue?
Wells Fargo Clearing Services's revenue is <$5 Million
What is Wells Fargo Clearing Services's SIC code?
Wells Fargo Clearing Services's SIC: 62,628
What is Wells Fargo Clearing Services's NAICS code?
Wells Fargo Clearing Services's NAICS: 52,523
How many employees does Wells Fargo Clearing Services have?
Wells Fargo Clearing Services has 1-10 employees
What industry does Wells Fargo Clearing Services belong to?
Wells Fargo Clearing Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wells Fargo Clearing Services competition?
Wells Fargo Clearing Services top competitors include: Brightway Wealth Management, Wells Fargo Clearing Services, Kline Densmore Wealth Management, Jeller Wealth Management
What technology does Wells Fargo Clearing Services use?
Some of the popular technologies that Wells Fargo Clearing Services uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Wells Fargo Clearing Services?
Wells Fargo Clearing Services contact info: Phone number: (630) 447-4401 Website: www.jacobianwealthadvisory.com
What does Wells Fargo Clearing Services do?

Jacobian Wealth Advisory specializes in providing affluent individuals and families with customized investment strategies and planning services. The firm offers individualized advice tailored to specific financial goals, ensuring clients receive personalized attention. Their resources include newsletters, calculators, and articles that cover variou... s financial topics. Jacobian Wealth Advisory aims to empower clients with the knowledge and tools necessary for effective wealth management.Read More

Is Wells Fargo Clearing Services a public company?
Wells Fargo Clearing Services is private company therefore does not currently have an official ticker symbol
See more information about Wells Fargo Clearing Services

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