Garrett Wade Bailey
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NAJul 2026 to now
- Wells Fargo Clearing Services, LLCJul 2026 to now
- J.P. Morgan Securities LLCNov 2022 to Jul 2026
- JPMorgan Chase Bank (mi)Nov 2022 to Jul 2026
- Bank of AmericaMar 2020 to Oct 2022
- UnemployedJan 2020 to Feb 2020
- UnemployedDec 2019 to Dec 2019
- LowesMar 2019 to Nov 2019
- Best Choice RoofingJan 2019 to Mar 2019
- TD BankJul 2017 to Nov 2018
- Chick Fil ANov 2016 to Jul 2017
- WalmartSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7667326
- Firm CRD
- 19616