Jamison G Embury
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, LLCApr 2026 to now
- Morgan Stanley Private Bank, N.AOct 2023 to now
- Morgan StanleyJul 2023 to Apr 2026
- UberFeb 2023 to Jun 2023
- Morgan StanleyJul 2021 to Oct 2022
- Marist CollegeAug 2018 to May 2023
- N/aJun 2018 to Jul 2021
- AcmeSep 2017 to Jun 2018
- Yorktown High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7412119
- Firm CRD
- 19616