Jonathan Primo Nash
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$671.4BFirm assets
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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, LLCDec 2023 to now
- JP Morgan Chase Bank, N.A.Apr 2018 to Dec 2023
- JP Morgan Securities, LLCApr 2018 to Dec 2023
- CalchoiceAug 2017 to Apr 2018
- Covered CaliforniaJan 2017 to Apr 2018
- Dickerson Employee BenefitsOct 2016 to Apr 2018
- Pruco Securities LLCDec 2015 to Apr 2018
- The Prudential Insurance Company of AmericaDec 2015 to Apr 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6126027
- Firm CRD
- 19616