Jacob Ryan Emily
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, LLCFeb 2025 to now
- Charles Schwab & Co., Inc.Sep 2023 to Feb 2025
- TD AmeritradeJun 2022 to Sep 2023
- Full-time EducationAug 2021 to May 2022
- Full-time EducationAug 2020 to May 2021
- Fresh Thyme Farmer's MarketMay 2019 to Aug 2021
- Full-time EducationAug 2018 to May 2019
- Schnucks Supermarket St. PeterMar 2018 to Aug 2018
- Full-time EducationAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7542757
- Firm CRD
- 19616