Anna Edwards
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered 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 2025 to now
- JPMorgan Chase Bank NAJul 2023 to Jun 2025
- JPMorgan Securities LLCJul 2023 to Jun 2025
- UnemployedJun 2023 to Jun 2023
- JPMorgan Chase Bank NAJun 2022 to Aug 2022
- Interactive BrokersMay 2021 to Aug 2021
- Interactive BrokersMay 2020 to Aug 2020
- Wake Forest UniversityAug 2019 to May 2023
- Camp Playland of New CanaanJun 2019 to Aug 2019
- UnemployedJul 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7776784
- Firm CRD
- 19616