Jason Elijah Caldwell
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, LLCJun 2026 to now
- James Madison UniversityJan 2026 to Jun 2026
- Waterman's Surfside GrilleJun 2025 to Jan 2026
- James Madison UniversityAug 2024 to Jun 2025
- Gaston's Italian SteakhouseMay 2024 to Aug 2024
- James Madison UniversityAug 2023 to May 2024
- UnemployedMay 2023 to Aug 2023
- James Madison UniversityAug 2022 to May 2023
- Princess Anne High SchoolSep 2018 to Aug 2022
- Independence Middle SchoolSep 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8304604
- Firm CRD
- 11025