Jason Patrick Frescoln

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 06/2026
  Wells Fargo Bank Na
  Media, PA
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Media, PA
• 06/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Newtown Square, PA
• 11/2016 → 06/2026
  Wells Fargo Clearing Services, Llc
  Media, PA

Previous Registrations

• 2004-08-11 → 2026-06-04
  Wells Fargo Clearing Services, Llc
  Wyomissing, PA
  Media, PA
  Drexel Hill, PA
  Wayne, PA
  Springfield, PA
  Drexel Hill, PA
  West Chester, PA
  Allentown, PA
  Springfield, PA
  West Chester, PA
  West Chester, PA
  Radnor, PA
  Wilmington, DE
  Newark, DE
  Wilmington, DE
  Wilmington, DE
  Newark, DE
  Folsom, PA
  Radnor, PA
  Radnor, PA
• 2002-05-17 → 2004-02-27
  Rbc Capital Markets, Llc
  Wilmington, DE

Other Businesses

FRESCOLN WEALTH STRATEGIES; INV RELATED; NEWTOWN SQUARE,PA; FINET PRACTICE;100% OWNERSHIP; START DATE: 01/01/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-05-06