Daniella K Jordan
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, LLCSep 2025 to now
- Iconiq Capital, LLCDec 2024 to Sep 2025
- Morgan Stanley Smith Barney LLCSep 2021 to Nov 2024
- Goldman SachsJul 2020 to Sep 2021
- Extended TravelJun 2020 to Jul 2020
- Actavo Engineering Services, LLCMay 2019 to Aug 2019
- Tufas Boulder LoungeSep 2018 to Mar 2020
- Rosemont CollegeJan 2018 to May 2020
- Zhengzhou UniversityMay 2017 to Sep 2017
- Atlanta Rocks! Indoor Climbing GymApr 2016 to Dec 2017
- Georgia Highlands CollegeAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7288705
- Firm CRD
- 19616