John Westcot Wells
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered 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, LLCJul 2025 to now
- UnemployedJan 2023 to Aug 2025
- Full-time Education: Parsons School of Design, the New SchoolAug 2021 to Dec 2022
- UnemployedApr 2020 to Aug 2021
- Suit Supply San Francisco, Inc.Oct 2019 to Apr 2020
- UnemployedFeb 2019 to Oct 2019
- Rhumbix, Inc.Aug 2017 to Feb 2019
- Gusto, Inc. (formerly Zenpayroll, Inc.)Jul 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8148260
- Firm CRD
- 11025