Jordan Barck
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered 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 Clearing Services, LLCSep 2022 to now
- Equitable Advisors, LLCJul 2021 to Sep 2022
- Carolina Capital ManagementJun 2020 to Jul 2021
- Wells Fargo AdvisorsJun 2019 to Aug 2019
- Charleston Day SchoolOct 2018 to Feb 2019
- SunglasshutJun 2018 to Aug 2018
- College of CharlestonAug 2017 to May 2021
- Whitehouse CateringMay 2017 to Aug 2017
- Camp SeagullJun 2016 to Aug 2018
- Ab&r CateringJan 2016 to Dec 2017
- Panera Bread Co.Jun 2015 to Aug 2018
- Douglas Freeman High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
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
- 7123522
- Firm CRD
- 19616