Jesse Rauma
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, LLCJan 2025 to now
- Bank of America, N.A.May 2021 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Jan 2025
- Brigham Young University IdahoSep 2019 to Dec 2019
- Valic Financial Advisors, Inc.Sep 2018 to Apr 2021
- Bank of America, N.A.Jun 2018 to Sep 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Sep 2018
- UnemployedDec 2017 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Dec 2017
- Burtronics Business SystemsFeb 2017 to Apr 2017
- Brigham Young University IdahoApr 2015 to Dec 2016
- The Chimney Sweep GuyAug 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6823981
- Firm CRD
- 19616