Jesse Glaser
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- J.P. Morgan Securities LLCMar 2022 to Jul 2024
- JPMorgan Chase Bank, N.A.Mar 2022 to Jul 2024
- Frontlight InsuranceOct 2021 to Mar 2022
- Marina ManagementJun 2019 to Dec 2021
- UnemployedSep 2018 to May 2019
- Glaser MusicworksJun 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- Metropolitan Animal Specialty HospitalJun 2017 to Aug 2017
- UnemployedMar 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7532609
- Firm CRD
- 19616