Andrew Matthew Wilson
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, NAJul 2024 to now
- Wells Fargo Clearing Services, LLCJul 2024 to now
- US BankApr 2023 to Jun 2024
- Wells Fargo Bank, NAApr 2022 to Apr 2023
- Wells Fargo Clearing Services, LLCApr 2022 to Apr 2023
- J.P. Morgan Securities LLCApr 2020 to Mar 2022
- JPMorgan Chase Bank, N.A.Sep 2019 to Mar 2022
- 9roundDec 2018 to May 2021
- UpsSep 2018 to Dec 2018
- UnemployedMay 2018 to Aug 2018
- ApplebeesSep 2017 to Apr 2018
- United States MarinesSep 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7252995
- Firm CRD
- 19616