Toney D. Pennyamon
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, LLCMay 2025 to now
- J.P. Morgan Securities LLCMar 2022 to May 2025
- JPMorgan Chase Bank, N.A.Mar 2022 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Apr 2022
- Bank of America, N.A.May 2020 to Mar 2022
- Ryder Systems IncMar 2019 to May 2020
- UnemployedDec 2018 to Mar 2019
- Elco of Georgia, LLCAug 2015 to Nov 2018
- Enterprise Rent A CarAug 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7254182
- Firm CRD
- 19616