Jack Lyman Carter
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Augustar Distributors Inc.May 2024 to Jan 2026
- UnemployedDec 2023 to Apr 2024
- Ares Wealth ManagementJan 2023 to Dec 2023
- Calamos Advisors LLCJul 2021 to Dec 2022
- Calamos Financial Services LLCJul 2021 to Dec 2022
- Dearborn Partners, L.L.C.Jul 2020 to Jun 2021
- Quasar Distributors, LLCJul 2020 to Jun 2021
- Fidelity Brokerage Services LLCAug 2019 to Jul 2020
- University of IowaSep 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7172824
- Firm CRD
- 19616