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Jeremiah Phillip John

Wells Fargo Investment Institute, Inc.

Charlotte, NC

CRD 3270460

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Employer firm

Wells Fargo Investment Institute, Inc. CRD 133204

$43.0B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-12-01
  • NC RA
    APPROVED
    Since 2021-12-01

Branch Locations

550 S Tryon St 40Th Floor, Charlotte, NC 28202-4200 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Investment Institute, Inc Charlotte NC 11/2021 Present
Wells Fargo Bank Charlotte NC 05/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-01
  • S65 Uniform Investment Adviser Law Examination
    2021-12-01
Other Names
  • Jeremy John
  • Jeremiah Phillip John
  • Jeremiah John

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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