Jeffrey Ulit
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2024 to now
- Wells Fargo Clearing Services, LLCAug 2023 to Apr 2024
- Raymond James Financial Services Advisors, Inc.Apr 2023 to Aug 2023
- Raymond James Financial Services, Inc.Apr 2023 to Aug 2023
- The Dow GroupApr 2023 to Aug 2023
- Raymond James & Associates, Inc.May 2022 to Apr 2023
- UBS Financial Services IncJun 2016 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 4640692
- Firm CRD
- 11025