Jared Ray Watkins
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.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Wells Fargo Advisors Financial NetworkMar 2026 to now
- Charles Schwab Co., Inc.Mar 2023 to Feb 2026
- UnemployedJan 2023 to Mar 2023
- AmazonSep 2022 to Dec 2022
- Full-time EducationJan 2022 to Sep 2022
- The University of TulsaJan 2020 to Dec 2021
- Full-time EducationSep 2018 to Dec 2019
- Boy Scouts of AmericaJun 2018 to Sep 2018
- Full-time EducationJan 2018 to Jun 2018
- The University of TulsaJan 2017 to Dec 2017
- Economy Auto RentalJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7698923
- Firm CRD
- 19616