Jacob Grant
Investment adviser representative at Wells Fargo Advisors
8 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
8 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2022 to now
- Self EmployedMar 2021 to now
- DisysNov 2022 to Jan 2024
- The Vanguard Group, Inc.Aug 2021 to Mar 2022
- UnemployedFeb 2021 to Mar 2021
- Fidelity InvestmentsMay 2020 to Feb 2021
- Miller's Ale HouseApr 2019 to Mar 2020
- Cuppy's Coffee CafeMar 2019 to Apr 2019
- Dunkin DonutsJun 2018 to Mar 2019
- UnemployedMar 2018 to Jun 2018
- Convergys CorpSep 2017 to Mar 2018
- Voya FinancialMar 2017 to Sep 2017
- Tax Defense NetworkJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6530085
- Firm CRD
- 19616