Jessica Bonnett
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Triad Wealth Partners, LLCMar 2026 to Jul 2026
- Choules FinancialJan 2026 to Mar 2026
- HomemakerMay 2025 to Jan 2026
- Fidelity InvestmentsJun 2022 to May 2025
- Wells Fargo Clearing Services, LLCNov 2016 to May 2022
- Wells Fargo Advisors, LLCApr 2015 to Nov 2016
- Wells Fargo Bank, NAMar 2014 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6484200
- Firm CRD
- 19616