Jared Klein
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 2025 to now
- J. P. Morgan Securities LLCJun 2022 to Jul 2025
- JPMorgan Chase Bank N. A.Jun 2022 to Jul 2025
- Acuity PartnersDec 2021 to Jun 2022
- UnemployedSep 2021 to Nov 2021
- Herb Supply Co.May 2021 to Aug 2021
- UnemployedFeb 2020 to Apr 2021
- Newmark Commercial Real EstateMay 2019 to Aug 2019
- J CrewMar 2018 to Jan 2020
- UnemployedMay 2012 to Apr 2019
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 (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
- 7592699
- Firm CRD
- 19616