Ava M Gordon
Investment adviser representative at Wells Fargo Advisors
16 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
16 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Agortles Dessert Shop, LLCJan 2010 to now
- Bank of America, N.A.Mar 2024 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to Jul 2026
- J.P. Morgan Securities LLCSep 2022 to Feb 2024
- JPMorgan Chase Bank, N.A.Sep 2022 to Feb 2024
- Robinhood Financial, LLCNov 2021 to Aug 2022
- New York Life Insurance CoMar 2021 to Nov 2021
- Nylife Securities LLCFeb 2021 to Nov 2021
- Clearwater AnalyticsJan 2021 to Apr 2021
- Northern Trust BankFeb 2015 to Dec 2020
- Northern Trust Securities Inc.Feb 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
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
- 5677223
- Firm CRD
- 19616