Justin L Ross
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2022 to now
- NangrafixMar 2019 to now
- J.P. Morgan Securities LLCNov 2018 to Jan 2022
- JP Morgan Chase Bank, N.A.Nov 2018 to Jan 2022
- Paragon Financial PartnersSep 2017 to Sep 2018
- Jvif, LLCAug 2017 to Oct 2018
- Morgan StanleyJan 2017 to Sep 2017
- Bofi Federal BankJan 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6730835
- Firm CRD
- 19616