Jason Earl Harsh
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2026 to now
- Bank of America, N.A.Jun 2023 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Sep 2026
- Bankers Life & Casualty, IncAug 2020 to Apr 2022
- Bankers Life Advisory Services, IncAug 2020 to Apr 2022
- Bankers Life Securities, IncAug 2020 to Apr 2022
- Raymond James & AssociatesFeb 2018 to Aug 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2018
- Wells Fargo Advisors LLCApr 2013 to Nov 2016
- Wells Fargo Bank NAApr 2011 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 6186479
- Firm CRD
- 19616