Jordan Chalkley
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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
14 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Headland Capital, LLCDec 2024 to Jul 2025
- LPL Financial, LLCJan 2024 to Dec 2024
- Unemployed - Cfp Exam PrepNov 2023 to Jan 2024
- Fidelity InvestmentsMay 2021 to Nov 2023
- Morgan StanleyJul 2019 to Mar 2021
- Morgan Stanley Private Bank, N.A.Jul 2019 to Mar 2021
- Pruco Securities LLCMay 2019 to Jul 2019
- Bank of America, N.A.Nov 2018 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Mar 2019
- Bankers Life & Casualty Co.May 2018 to Oct 2018
- Hampden-sydney CollegeAug 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7043314
- Firm CRD
- 19616