Austin Cole Wagoner
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- J.P. Morgan Securities LLCApr 2024 to Jan 2025
- JPMorgan Chase Bank, N.A.Apr 2024 to Jan 2025
- Bank of America, N.A.Dec 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Apr 2024
- Unwine'd & Tap/mtmt, LLCOct 2022 to Dec 2022
- Bank of America, N.A.Apr 2022 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Aug 2022
- UnemployedJan 2022 to Jan 2022
- Impact PartnershipJul 2021 to Dec 2021
- Unwine'd & TapAug 2019 to Aug 2021
- Governor's Towne ClubJun 2018 to Jul 2019
- UnemployedMay 2018 to May 2018
- Reveille CafeMay 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7513017
- Firm CRD
- 19616