Jacob William Johnson
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2026 to now
- UBS Financial Services Inc.Nov 2019 to Mar 2026
- U.S. Bancorp Investments, Inc.May 2018 to Nov 2019
- Moen Deck & FenceMay 2017 to Aug 2017
- Concordia College Facilities ManagementSep 2015 to May 2018
- Concordia CollegeAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6950515
- Firm CRD
- 11025