Jayson De jesus collazo
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Bank, NAJun 2025 to now
- Wells Fargo Clearing Services, LLCJun 2025 to now
- J.P. Morgan Securities LLCMay 2023 to Jun 2025
- JPMorgan Chase Bank, N.A.May 2023 to Jun 2025
- Northwestern Mutual Investment Services LLCApr 2023 to May 2023
- Northwestern Mutual Life Insurance CompanyApr 2023 to May 2023
- Wells Fargo BankFeb 2011 to Mar 2023
- Wells Fargo Clearing Services LLCFeb 2011 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 6033751
- Firm CRD
- 19616