Daniel Jason Sporn
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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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 Advisors Financial Network, LLCMay 2026 to now
- Bank of America, N.A.May 2023 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to May 2026
- Simplifeye IncSep 2019 to Feb 2023
- UnemployedJun 2019 to Aug 2019
- Hofstra UniversitySep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7714466
- Firm CRD
- 11025