Jon Christopher Cockerham
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2019 to now
- Flow Honda of BurlingtonMar 2018 to May 2019
- UnemployedFeb 2018 to Mar 2018
- Hillsborough Chrysler Dodge Jeep RamOct 2017 to Feb 2018
- UnemployedAug 2017 to Oct 2017
- Raging Bull Harley DavidsonApr 2017 to Aug 2017
- UnemployedMar 2017 to Apr 2017
- Suntrust Advisory ServicesSep 2016 to Mar 2017
- Suntrust Investment Services, Inc.Jun 2015 to Mar 2017
- Suntrust BankMay 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5134713
- Firm CRD
- 19616