Sara Sharra
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, NAMar 2026 to now
- Wells Fargo Clearing Services, LLCMar 2026 to now
- J.P. Morgan Securities LLCApr 2023 to Feb 2026
- JPMorgan Chase Bank, N.A.Apr 2023 to Feb 2026
- Wells Fargo NAApr 2020 to Mar 2023
- UnemployedSep 2018 to Mar 2020
- A Pleasant Day DaycareJun 2018 to Aug 2018
- Lots of Tots LLCJun 2018 to Aug 2018
- UnemployedMay 2018 to May 2018
- Calandra's BakeryAug 2017 to Apr 2018
- UnemployedMar 2016 to Jul 2017
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 (VA).
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
- 7722667
- Firm CRD
- 19616