Ian Jonathon Dean
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJun 2026 to now
- Alfond Inn HotelMar 2026 to Apr 2026
- Stanley SteemerMay 2025 to Aug 2025
- Rollins Moving ServicesOct 2024 to Dec 2025
- Northpointe Wealth ManagementMay 2023 to Aug 2023
- Stonehenge PartnersMay 2022 to Aug 2022
- Rollins CollegeAug 2021 to May 2026
- The Country Club At Muirfield VillageApr 2020 to Aug 2022
- Dublin Jerome High SchoolAug 2017 to May 2021
- Willard Grizzell Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8306913
- Firm CRD
- 11025