Jackson L Webber
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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 2025 to now
- The Vanguard Group, Inc.Aug 2021 to Sep 2025
- Self-employedJul 2021 to Sep 2021
- New York LifeApr 2021 to Jul 2021
- Kontane LogisticsMay 2020 to Jul 2020
- Coastal WoodworksJun 2019 to Nov 2019
- God's StorehouseJun 2018 to Jul 2018
- University of South CarolinaAug 2017 to May 2021
- Hickory High SchoolAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7335571
- Firm CRD
- 19616