Byron mason John Phipps
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCDec 2025 to now
- The Results CompanyDec 2019 to Dec 2025
- Greene ResourcesOct 2019 to Dec 2019
- First Citizens BankDec 2018 to Oct 2019
- Adolph's ClothingSep 2018 to Dec 2018
- Total Quality LogisticsJan 2018 to Aug 2018
- Mcmullen Public AffairsAug 2017 to Dec 2017
- Hampden-sydney CollegeAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8212181
- Firm CRD
- 11025