John Eric Casey
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Huntington National BankFeb 2024 to Dec 2025
- The Huntington Investment CompanyFeb 2024 to Dec 2025
- The Huntington National BankMar 2018 to Feb 2024
- UnemployedJul 2017 to Mar 2018
- Salient Capital Advisors, LLCApr 2011 to Jul 2017
- Salient Capital, L.P.Feb 2011 to Jul 2017
- Salient Partners, L.P.Feb 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
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
- 2515480
- Firm CRD
- 19616