Gregory Keith Brown
Investment adviser representative at Wells Fargo Advisors
19 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
19 years in the industry.
- Wells Fargo Bank, NAMay 2024 to now
- Wells Fargo Clearing Services, LLCMay 2024 to now
- JP Morgan Chase Bank, N.A.Aug 2022 to Mar 2024
- JP Morgan Securities, LLCAug 2022 to Mar 2024
- UnemployedMay 2022 to Jul 2022
- Affinity Plus Federal Credit UnionOct 2021 to Apr 2022
- Merchants BankJul 2020 to Oct 2021
- Securities America Advisors, IncJul 2020 to Oct 2021
- Securities America, Inc.Jul 2020 to Oct 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2020
- Wells Fargo Bank, N.A.Sep 2007 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5956356
- Firm CRD
- 19616