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Johh Meyers

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 Clearing Services, LLCJan 2026 to now
  2. UnemployedSep 2025 to Jan 2026
  3. Crestwood Advisors Group, LLCMar 2024 to Sep 2025
  4. UnemployedDec 2023 to Mar 2024
  5. Loomis SaylesJun 2023 to Dec 2023
  6. UnemployedMay 2023 to Jun 2023
  7. Boston CollegeSep 2019 to May 2023
  8. Chaminade High SchoolSep 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7603989
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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