Jeremy Edward Barto
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
3 statesRegistered in
$252.3BFirm assets
26 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2025 to now
- Seventy2 Capital Wealth ManagementApr 2025 to Jun 2025
- Mookie's BbqNov 2024 to Mar 2025
- UnemployedJun 2024 to Oct 2024
- Clemson UniversityAug 2021 to May 2024
- Congressional Country ClubMay 2021 to Jul 2021
- Washington Golf & Country ClubJun 2020 to Jul 2020
- River Bend ClubMay 2020 to Aug 2020
- Virginia TechAug 2019 to May 2021
- River Bend ClubJun 2019 to Aug 2019
- UnemployedAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 8071474
- Firm CRD
- 11025