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John Anthony Pacella

Wells Fargo Clearing Services, LLC

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About John Anthony Pacella

John Anthony Pacella is an investment advisor representative currently registered with Wells Fargo Clearing Services, LLC. John has been in the industry since 1991 and has a combined 35 years of experience in the securities industry. John Anthony Pacella also has experience working for A. G. EDWARDS & SONS, INC., PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, KOCHCAPITAL, and G. K. SCOTT & CO., INC.. John is registered to provide advisory services in multiple states. John offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

John Pacella 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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John Pacella’s Registration & Firm History

NY

07/27/2021 - Present

Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)

NY

05/31/1994 - 01/03/2008

A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)

NY

03/12/1993 - 06/01/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

02/28/1992 - 03/25/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

11/30/1990 - 06/06/1991

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

09/20/1990 - 11/05/1990

KOCHCAPITAL

NY

06/21/1990 - 09/04/1990

G. K. SCOTT & CO., INC. (PLAINVIEW NY)

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Licenses & Designations

BOTH

Issued 11/22/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 06/16/1990

Series 7 - General Securities 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 John Anthony Pacella. Review regulatory record here.
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