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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-16 |
| IL | RA | APPROVED | 2012-02-07 |
| TX | RA | APPROVED_RES | 2011-12-21 |
Branch Locations
3450A Broadway St, Mount Vernon, IL 62864 • United States
Gulf Breeze, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Mount Vernon | IL | 12/2011 | Present |
TRUSTEE FOR FAMILY TRUST; INV RELATED; MT VERNON, IL; FARM; START 10/19/2016; 1 HR/MO; 0 DURING TRADING. TRUSTEE FOR JONES & WILSON FINANCIAL LLC 401K, INV RELATED, MT. VERNON, IL, START 7/2/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. JONES & WILSON FINANCIAL LLC, INV RELATED, MT. VERNON, IL, 52% OWNERSHIP, START 7/2/2019, 5 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC. RENTAL PROPERTY, INV RELATED, GULF BREEZE, FL, 100% OWNERSHIP, START 4/1/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HIRE PROPERTY MANAGER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-02 |
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