Jonathan Graham
Investment adviser representative at Wells Fargo Advisors
5 yearsExperience
1 stateRegistered in
ChFC®Designation
$671.4BFirm assets
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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
5 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2021 to now
- Pruco Securities LLCMay 2021 to Aug 2021
- The Prudential Insurance Company of AmericaMay 2021 to Aug 2021
- Waddell & Reed, IncSep 2019 to May 2021
- UnemployedDec 2018 to Sep 2019
- Leumi Investment Services IncApr 2016 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2766840
- Firm CRD
- 19616