Garrett Jeffery Overton
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, LLCMay 2026 to now
- Northwestern Mutual Investment Services LLCMar 2026 to Mar 2026
- Northwestern Mutual Life Insurance CompanyMar 2026 to Mar 2026
- US BankJun 2023 to Jan 2026
- Panda ExpressAug 2022 to Jun 2023
- MilliporesigmaMay 2022 to Aug 2022
- Club Car WashAug 2021 to Jan 2022
- Millipore SigmaMay 2021 to Aug 2021
- Club CarwashAug 2020 to Jan 2021
- Archway Lawn CareMay 2020 to Aug 2020
- Rite A Way Lawn CareMar 2020 to Apr 2020
- StudentAug 2019 to Apr 2023
- Club CarwashAug 2019 to Jan 2020
- Hope Montessori AcademyMay 2019 to Aug 2019
- Outback SteakhouseMay 2019 to Aug 2019
- WalgreensFeb 2018 to May 2019
- StudentAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8198697
- Firm CRD
- 19616