Harvey Jack Markzon

CRD 320299 · Wells Fargo Advisors · Farmington Hills, MI

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 3PCSeries 7Series 1Series 65Series 63
Registered states (11): Arkansas · California · Colorado · Florida · Illinois · Kentucky · Michigan · New Mexico · New York · Pennsylvania · Texas
Years in the industry (source record): 53
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 320299 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (11)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Farmington Hills, MI · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
West Bloomfield, MI · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Farmington Hills, MI · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
West Bloomfield, MI · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Farmington Hills, MI · IA capacity

start not retrieved → present
Ubs Financial Services Inc.
Farmington Hills, MI · IA capacity

Oct 19, 2009 → Nov 8, 2011
Ubs Financial Services Inc.
Farmington Hills, MI · BC capacity

Apr 27, 2001 → Nov 8, 2011
Prudential Securities Incorporated
New York, NY · BC capacity

Sep 27, 1983 → May 7, 2001
E. F. Hutton & Company Inc
BC capacity

Jun 7, 1979 → Jan 30, 1984
The Ohio Company
BC capacity

Jun 4, 1974 → Jun 10, 1979
Charles A Parcells
BC capacity

Sep 27, 1972 → Jul 4, 1974

Source & corrections

Where this page comes from

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