Jeffrey Quinn
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$671.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2025 to now
- LPL Financial LLCApr 2022 to Aug 2025
- M & T BankApr 2022 to Aug 2025
- People's Securities, Inc.Dec 2020 to Apr 2022
- Morgan StanleyAug 2020 to Dec 2020
- HSBC Securities (USA) In.Dec 2018 to Jun 2020
- HSBC Bank USA, N.A.Aug 2016 to Dec 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2909825
- Firm CRD
- 19616