Spencer Shaev
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- J.P. Morgan Securities LLCApr 2025 to Nov 2025
- JPMorgan Chase Bank, N.A.Jun 2022 to Apr 2025
- EspnJun 2019 to Jun 2022
- Indiana University Athletic DepartmentSep 2018 to Jan 2019
- MlbMay 2018 to Aug 2018
- EspnJun 2017 to Aug 2017
- Indiana UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8080705
- Firm CRD
- 19616