Jon Paul Cassada
Investment adviser representative at Wells Fargo Advisors
17 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
17 years in the industry.
- Wells Fargo Clearing Services, LLC (Sep 2025 to now
- Atlantic Union BankApr 2024 to Sep 2025
- Auw Mgt/atlantic Union Financial Consultants LLCApr 2024 to Sep 2025
- Raymond James Financial Services Advisors Inc.Aug 2011 to Apr 2024
- Raymond James Financial ServicesJul 2011 to Apr 2024
- American National Bank & TrustJul 2011 to Mar 2024
- American National Investment ServicesSep 2009 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5382247
- Firm CRD
- 19616