Jordan Jeremiah Bertain
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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
16 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2023 to now
- Charles Schwab & Co., Inc.May 2021 to Aug 2023
- Tcu Id CenterFeb 2019 to Apr 2021
- UBS - Historical Data OnlyJan 2018 to Aug 2018
- N/aAug 2017 to May 2021
- N/aAug 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6895773
- Firm CRD
- 11025