Johnathan William Dungan
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2025 to now
- Atlas Investment Management of Nest Capital WilmingtonSep 2024 to Aug 2025
- University of North Carolina At WilmingtonAug 2023 to Jun 2025
- Renaissance Golf GroupNov 2021 to Sep 2024
- Cape Fear Community CollegeAug 2021 to May 2023
- Town and Country ToyotaMay 2021 to Sep 2021
- Food LionMar 2020 to Sep 2020
- QdobaNov 2019 to Mar 2020
- Carolina MadeMay 2019 to Nov 2019
- Weddington High SchoolAug 2018 to May 2021
- Sun Valley High SchoolAug 2017 to Aug 2018
- Sun Valley Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7982556
- Firm CRD
- 19616