Samuel Mattson
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2026 to now
- JP Morgan Chase Bank, N.A.Aug 2020 to May 2026
- JP Morgan Securities, LLCAug 2020 to May 2026
- E*trade Capital Management, LLCSep 2019 to Aug 2020
- E*trade Securities LLCSep 2019 to Aug 2020
- Principal Life Insurance CompanyAug 2019 to Sep 2019
- Principal Securities IncorporatedAug 2019 to Sep 2019
- UnemployedJun 2019 to Jul 2019
- Fisher InvestmentsApr 2018 to May 2019
- Bank of America, N.A.Aug 2012 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)Aug 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 4623823
- Firm CRD
- 19616