Jonathan Ustun

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Alexandria, VA
• 11/2016 → 04/2025
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
• 04/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Alexandria, VA

Previous Registrations

• 2008-01-01 → 2025-04-17
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
  Alexandria, VA
• 2001-02-13 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Alexandria, VA
  Alexandria, VA
  St. Louis, MO

Other Businesses

704S EDGEWATER LLC; INVESTMENT RELATED; ALEXANDRIA, VA; RECOUP EXPENSES ON RENTAL PROPERTY; CO-OWNER; START DATE 12/31/2010; 30 HRS PER MONTH; 1 HR DURING TRADING; DUTIES - OWNER.| SAMSON ASSOCIATES LLC; INV. RELATED; ALEXANDRIA, VA; MANAGER; START DATE 1/15/2015; 10 HRS PER MONTH; 0 HRS DURING TRADING; LLC FOR RENTAL PROPERTIES.| SUBET HOLDINGS LLC; INV. RELATED; ALEXANDRIA, VA; MANAGER; START DATE 1/15/2015; 10 HRS PER MONTH; 0 HRS DURING TRADING.| BURGUNDY FARM COUNTRY DAY SCHOOL; NOT INVESTMENT RELATED; ALEXANDRIA,VA; COACHING BASKETBALL AND SOCCER; START DATE 01/28/2019; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 4; COACHING BASKETBALL AND SOCCER.| RENTAL PROPERTY; INVESTMENT RELATED; GAINESVILLE,VA; 100% OWNERSHIP WITH SPOUSE; START DATE 01/28/2019; NUMBER OF HOURS PER MONTH .25; NUMBER OF HOURS DURING TRADING 0; PHONE CALLS TO REPAIR PEOPLE.| EMILY'S INVESTMENTS, LLC; INVESTMENT RELATED; ALEXANDRIA,VA; 1% OWNERSHIP; START DATE 08/02/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; NO DUTIES.| ANNA PERL'S INVESTMENTS, LLC; INVESTMENT RELATED; ALEXANDRIA,VA; 1% OWNERSHIP; START DATE 08/02/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; MONITOR ACCOUNT.| CO-TRUSTEE OF MOTHER'S TRUST; INV. RELATED; ALEXANDRIA, VA; START DATE 10/2021; 3 HRS PER MONTH; 0 HRS DURING TRADING.| TRUSTEE OF FAMILY TRUST CREATED BY DECEASED FATHER; INVESTMENT RELATED; ALEXANDRIA, VA; START DATE 5/2022; 3.5 HRS PER MONTH; 0 HRS DURING TRADING.| RIVER FLOW, LLC; INV RELATED; ALEXANDRIA, VA; 100% OWNERSHIP; 4/2025; 20 HOURS PER MONTH; 20 HOURS DURING TRADING; FINET PRACTICE| RIVER FLOW, LLC; INV RELATED; ALEXANDRIA, VA; FINET HOLDING COMPANY; MANAGING MEMBER; START DATE 04/21/2025; 20 HOURS PER MONTH; 20 HOUR DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2000-12-07
• S65 Uniform Investment Adviser Law Examination
  1993-06-02
• S63 Uniform Securities Agent State Law Examination
  1989-11-28

Other Names

• Jon Ustun
• Jonathan Lindau Ustun