John Kennelly
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2026 to now
- J.P. Morgan Securities LLCDec 2021 to Feb 2026
- JP Morgan Chase Bank, N,a,Dec 2021 to Feb 2026
- Morgan StanleyFeb 2021 to Nov 2021
- Morgan Stanley Private Bank, N.AFeb 2021 to Nov 2021
- UnemployedOct 2020 to Jan 2021
- UnemployedMay 2020 to Sep 2020
- Nico TradingNov 2018 to Apr 2020
- Omnipoint CapitalJun 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 2264012
- Firm CRD
- 19616