John Phillip Holmes
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Chicago Trading Partners LLCJun 2025 to Dec 2025
- Kai Volatility AdvisorsMar 2024 to May 2025
- Chicago Trading Partners LLCMay 2023 to Feb 2024
- Quiet Light Securities, LLCApr 2021 to Apr 2023
- Chicago Trading Partners LLCSep 2020 to Mar 2021
- DrwJan 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4513784
- Firm CRD
- 19616