John Taylor
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- DisysMar 2026 to now
- UnemployedOct 2025 to Mar 2026
- The Vanguard Group Inc.Mar 2022 to Sep 2025
- Robinhood Financial, LLCJul 2021 to Feb 2022
- Aerotek/volkswagenMar 2021 to Jul 2021
- NavientJan 2021 to Feb 2021
- J.P. MorganMay 2019 to Oct 2020
- BMO HarrisFeb 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7409209
- Firm CRD
- 19616