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Jordan David Samelson

Wells Fargo Clearing Services, LLC

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About Jordan David Samelson

Jordan David Samelson is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Jordan has been in the financial services industry since December 1997. Jordan's previous employers include Morgan Stanley, Morgan Stanley & Co. Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., Gruntal & Co., L.L.C. and Carnegie Investor Services Inc. Jordan holds the Series 7, Series 63, Series 65 and SIE licenses. Jordan is registered in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington and Wyoming.

Firm Information

Jordan Samelson 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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Jordan Samelson’s Registration & Firm History

NY

02/19/2019 - Present

Wells Fargo Clearing Services, LLC (NEW YORK NY)

NY

06/01/2009 - 05/13/2016

MORGAN STANLEY (PURCHASE NY)

NY

03/20/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

10/20/2004 - 03/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (FOREST HILLS NY)

NY

04/23/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

06/13/2000 - 04/24/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

01/07/1998 - 06/08/2000

CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)

NY

12/15/1997 - 01/23/1998

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1997

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 are 6 public disclosures for Jordan David Samelson. Review regulatory record here.
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