Jonathan Rost

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

• 07/2010 → 11/2016
  Wells Fargo Advisors Llc
  Jefferson City, MO
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Jefferson City, MO
• 10/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Jefferson City, MO

Previous Registrations

• 2010-07-01 → 2020-10-22
  Wells Fargo Clearing Services, Llc
  Jefferson City, MO
• 2007-05-08 → 2010-07-02
  Invest Financial Corporation
  Jefferson City, MO
  Jefferson City, MO
• 2007-02-27 → 2007-05-08
  Pfic Advisors, Inc.
  Franklin, TN

Other Businesses

ROST & REIN HARD, LLC; INVESTMENT RELATED; JEFFERSON CITY,MO; 100% OWNERSHIP; START DATE 10/26/2020; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 20; PASS THROUGH FOR FINET PRACTICE.| FINTERIS WEALTH MANAGEMENT LLC; INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 10/01/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE.| RENTAL PROPERTY; INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 7/15/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER. | EMERALD LANE LLC; INV RELATED; JEFFERSON CITY, MO; 25% OWNERSHIP; START 7/15/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY.| POWER OF ATTORNEY FOR MOTHER-IN-LAW; INV RELATED; JEFFERSON CITY, MO; START 9/2022; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING.| FINTERIS HOLDING COMPANY LLC, INV RELATED, JEFFERSON CITY, MO, 20% OWNERSHIP, START 10/1/2021, 160 HOURS PER MONTH, 160 DURING TRADING, FINET PRACTICE.| DIOCESE OF JEFFERSON CITY; NOT INV RELATED; JEFFERSON CITY, MO; CATHOLIC CHURCH; INVESTMENT COMMITTEE MEMBER; START DATE 04/23/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-02-15
• S63 Uniform Securities Agent State Law Examination
  1998-04-20

Other Names

• Jon Rost
• Jonathan Reinhard Rost