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Justin Richard Breyer

Wells Fargo Clearing Services, LLC

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About Justin Richard Breyer

Justin Breyer is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that manages over $558 billion in assets. Justin has been in the financial industry since March 2013. He is licensed to provide investment advisory services in several states, including Minnesota, Texas, Florida, Illinois, and California. His specializations include providing financial planning, portfolio management for individuals and businesses, pension consulting, and investment consulting services to institutional clients. Justin is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 66, and SIE licenses. He is also licensed to provide investment advisory services in Minnesota and Texas. Justin and Wells Fargo Clearing Services, LLC are focused on helping individuals and businesses achieve their financial goals.

Firm Information

Justin Breyer 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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Justin Breyer’s Registration & Firm History

MN

01/10/2022 - Present

Wells Fargo Clearing Services, LLC (MINNETONKA MN)

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Licenses & Designations

BOTH

Issued 07/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Justin Richard Breyer.
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