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Jeffrey Creech

Wells Fargo Clearing Services, LLC

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About Jeffrey Creech

Jeffrey Creech is an active investment advisor representative in Richmond, VA, with 32 years of experience in the industry. He has worked for Wells Fargo Clearing Services, LLC since June 2018 and has previously worked at U.S. Bancorp Investments, Inc. Jeffrey Creech is registered with FINRA and is a registered investment advisor in Virginia and Texas. He has a wide range of experience in providing financial advice, including financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Jeffrey Creech is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Creech’s Registration & Firm History

VA

08/02/2018 - Present

Wells Fargo Clearing Services, LLC (RICHMOND VA)

MO

02/22/2011 - 03/09/2018

U.S. BANCORP INVESTMENTS, INC. (SAINT PETERS MO)

IL

01/03/2011 - 02/28/2011

WELLS FARGO ADVISORS, LLC (GALESBURG IL)

IL

10/17/2007 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (GALESBURG IL)

IL

01/03/2003 - 10/15/2007

H. BECK, INC. (GALESBURG IL)

MO

03/01/1994 - 12/31/2002

FFP SECURITIES, INC. (CHESTERFIELD MO)

MA

05/20/1991 - 02/28/1994

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 08/21/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/11/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/16/1996

Series 24 - General Securities Principal Examination

BC

Issued 09/28/2021

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/15/1994

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/17/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Jeffrey Creech. Review regulatory record here.
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