Andrew James Weber
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Bank, NAFeb 2023 to now
- Wells Fargo Clearing Services, LLCFeb 2023 to now
- UnemployedAug 2022 to Jan 2023
- Infinity Financial ServicesMar 2022 to Jul 2022
- Karp Capital Management CorporationMay 2020 to Jul 2022
- Bank of America, N.A.Dec 2018 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to May 2020
- UnemployedJan 2017 to Dec 2018
- The Money SourceSep 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7054560
- Firm CRD
- 19616