Jordan Felix
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Wells Fargo Clearing Services, LLC (Oct 2023 to now
- Facet WealthNov 2021 to Sep 2023
- Raymond James & Associates, Inc.Jan 2020 to Oct 2023
- UnemployedJun 2019 to Jan 2020
- UBS Financial Services Inc.Aug 2018 to Jun 2019
- Morgan StanleyMay 2017 to Jun 2018
- Scottrade incDec 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6289514
- Firm CRD
- 19616