John Robert Moncrieff
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Wells Fargo Advisors Financial NetworkJun 2026 to now
- Fidelity InvestmentsFeb 2023 to May 2026
- North Carolina General AssemblyJan 2022 to Feb 2023
- North Carolina General AssemblyMay 2021 to Jul 2021
- Nc Rep PartySep 2020 to Nov 2020
- Appalachian State UniversityAug 2019 to Dec 2021
- North Carolina General AssemblyMay 2019 to Jul 2019
- Lrb LLCMar 2019 to May 2019
- Carolina Sno IncJan 2019 to Jan 2019
- Forsyth Technical Community CollegeAug 2017 to May 2019
- Agner Enterprise LLCAug 2017 to Dec 2018
- The SherwoodAug 2017 to Sep 2017
- Hakkachow - Asian EatsApr 2016 to Feb 2017
- West Forsyth High SchoolAug 2013 to Jun 2017
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 (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
- 7704703
- Firm CRD
- 19616