Jeremiah Brian Smith
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- Wells Fargo Bank, NAFeb 2024 to now
- FedexJun 2023 to Aug 2023
- University of North Carolina At PembrokeJan 2023 to May 2024
- Macy'sDec 2022 to Feb 2024
- Kohl'sJun 2022 to Aug 2022
- Chowan UniversityAug 2019 to Dec 2022
- Vector MarketingMay 2019 to Jul 2019
- Dr. Henry A. Wise Jr. High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8169504
- Firm CRD
- 19616