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Jonathan Quinn Arnold

Investment adviser representative at Wells Fargo Advisors
11 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

11 years in the industry.

  1. Wells Fargo Bank, NAAug 2026 to now
  2. Wells Fargo Clearing Services, LLCAug 2026 to now
  3. JP Morgan Chase Bank, N.A.Oct 2022 to Aug 2026
  4. JP Morgan Securities, LLCOct 2022 to Jan 2025
  5. Martin Retail GroupJun 2022 to Oct 2022
  6. Small Business Benefits & Payroll Solutions LccDec 2018 to Jun 2022
  7. Wells Fargo Clearing Services, LLCDec 2018 to Jun 2022
  8. Wells Fargo NADec 2018 to Jun 2022
  9. Chick-fil-aMay 2017 to Dec 2018
  10. Lifeway Christian ResourcesAug 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
7454488
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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