Jonathen Davey Robinson
Investment adviser representative at Wells Fargo Advisors
31 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
31 years in the industry.
- Wells Fargo Bank, NAJul 2026 to now
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Truist Advisory Services, IncDec 2025 to Jun 2026
- Truist Investment Services, IncDec 2025 to Jun 2026
- Self EmployedMay 2025 to Dec 2025
- E*trade Capital Management LLCFeb 2022 to May 2025
- E*trade Securities LLCFeb 2022 to May 2025
- Morgan StanleyFeb 2022 to May 2025
- Edward JonesApr 2019 to Feb 2022
- Cellco Partnership dba VerizonJul 1995 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7089389
- Firm CRD
- 19616