John Thomas Ferrier
Investment adviser representative at Wells Fargo Advisors
35 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
35 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2024 to now
- Sofi Securities, LLCMar 2024 to now
- Sofi Wealth, LLCMar 2024 to now
- Morgan StanleyMar 2023 to Mar 2024
- E*trade Capital Management LLCSep 2022 to Mar 2024
- E*trade Securities LLCSep 2022 to Mar 2024
- RetiredMay 2022 to Sep 2022
- Equitable Advisors, LLCApr 2022 to May 2022
- RetiredJan 2022 to Apr 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2021
- Fidelity Brokerage Services, Inc.Nov 1991 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 2017385
- Firm CRD
- 19616