Brandon James White
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 Bank, NAMay 2026 to now
- J.P. Morgan Securities LLCNov 2023 to May 2026
- JPMorgan Chase Bank, N.A.Nov 2023 to May 2026
- New York Life Insurance CompanyMar 2023 to Oct 2023
- Nylife Securities LLCFeb 2023 to Oct 2023
- TargetSep 2021 to May 2023
- H&mJun 2020 to Oct 2021
- The University of Alabama In HuntsvilleJan 2020 to Jul 2021
- Men's WearhouseMay 2019 to Jun 2020
- UnemployedOct 2018 to Apr 2019
- Lawn N' OrderApr 2018 to Sep 2018
- UnemployedNov 2013 to Mar 2018
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 (AL).
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
- 7705504
- Firm CRD
- 19616