James Jimmy Vera
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Wells Fargo Advisors Financial NetworkJun 2026 to now
- Wells Fargo Clearing Services, LLCDec 2024 to now
- USAA Investment Services CompanyJun 2022 to Dec 2024
- USAA Life Insurance CompanyJun 2022 to Dec 2024
- Fidelity InvestmentsApr 2022 to Jun 2022
- CitigroupNov 2020 to Mar 2022
- Victory CapitalJul 2019 to Nov 2020
- JPMorgan Securities LLC.Jun 2018 to Jun 2019
- JPMorgan Chase Bank, N.A.May 2017 to Jun 2018
- USAA Financial Advisors, IncJan 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (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
- 3125932
- Firm CRD
- 19616