Jake Michael Hansen
Investment adviser representative at Wells Fargo Advisors
9 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
9 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Wells Fargo Bank, NADec 2025 to now
- UnemployedMay 2025 to Dec 2025
- C.C. Carlton Industries Ltd.Sep 2024 to Apr 2025
- Wells Fargo Clearing Services, LLCJul 2023 to Sep 2024
- Wells Fargo Bank, NAJun 2022 to Sep 2024
- Pizza 3.14Aug 2021 to Oct 2021
- UberMay 2021 to Jul 2022
- UnemployedSep 2020 to May 2021
- Rose Hill Wine & SpiritsJan 2020 to Sep 2020
- UnemployedAug 2019 to Jan 2020
- Plated EventsJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- The Jolly OysterJun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7792235
- Firm CRD
- 19616