Adviser and broker representative · Wells Fargo Clearing Services, LLC
Jacqueline Schmidt
CRD 1863753 · Port Jefferson, NY
At a glance
Jacqueline Schmidt is an investment adviser representative with Wells Fargo Clearing Services, LLC in Port Jefferson, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacqueline’s SEC record dates to 2010, about 16 years ago. Jacqueline is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince July 2020Port Jefferson, NY · $671B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jacqueline’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.