Mario James Kokolis
Investment adviser representative at Wells Fargo Advisors
30 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Mario James Kokolis? Claim your profile
Contact this firm
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
30 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- Bank of America, N.A.Nov 2021 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to Nov 2021
- UnemployedJun 2021 to Oct 2021
- Morgan Stanley Private Bank, N.A.Jun 2018 to Jun 2021
- Morgan StanleyFeb 2018 to Jun 2021
- Sparta CorpJun 1996 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 2680709
- Firm CRD
- 19616