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Jacob Webster

Investment adviser representative at Wells Fargo Advisors
13 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

13 years in the industry.

  1. Wells Fargo Clearing Services, LLCSep 2025 to now
  2. Lucid SoftwareSep 2024 to Sep 2025
  3. Vibe IncJul 2023 to Sep 2024
  4. Route IncJan 2023 to Jul 2023
  5. MarqNov 2018 to Jan 2023
  6. Quickturn ConceptsMay 2018 to Nov 2018
  7. University of UtahAug 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
8174372
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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