John Philip Gerber
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 Clearing Services, LLCJun 2026 to now
- Wells Fargo Bank, NAMay 2026 to now
- St. Francis High SchoolJan 2026 to May 2026
- Trinity Wealth Securities, LLCMay 2025 to Dec 2025
- Florida Financial Advisors dba Georgia Financial AdvisorsOct 2024 to Dec 2025
- Savi ProvisionsJun 2022 to Sep 2024
- Centre CollegeAug 2020 to May 2024
- Scratch FreshApr 2020 to Jan 2022
- St. Francis High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7997966
- Firm CRD
- 19616