Aaron Pearson

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR

Previous Registrations

• 2011-01-03 → 2023-03-03
  Wells Fargo Clearing Services, Llc
  Hood River, OR
  Troutdale, OR
  The Dalles, OR
  Sandy, OR
  Vancouver, WA
  Gresham, OR
  Gresham, OR
  Portland, OR
  Lake Oswego, OR
• 2008-02-29 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
  Gresham, OR
• 2007-06-08 → 2008-03-12
  New England Securities
  Lake Oswego, OR
  Hillsboro, OR
  Hillsboro, OR
  Lake Oswego, OR

Other Businesses

SILAC, INV RELATED, SALT LAKE CITY, UT, TRAIL COMMISSIONS, START 9/16/2002, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, DUTIES: TRAILS. LOUISA LUCIA HOLDINGS INC., INV RELATED, PORTLAND, OR, 100% OWNERSHIP, START 10/12/2022, 160 HOURS PER MONTH, 80 HOURS DURING TRADING, FINET PRACTICE. WILLAMETTE CASCADE WEALTH MANAGEMENT LLC, INV RELATED, LAKE OSWEGO, OR, 20% OWNERSHIP, START 10/18/2022, 160 HOURS PER MONTH, 80 HOURS DURING TRADING, FINET PRACTICE. AF&L INSURANCE, INV RELATED, FT. WASHINGTON, OR, TRAIL COMMISSIONS, START 10/21/2002, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TRAILS. UNITED HEALTCARE, INV RELATED, MINNEAPOLIS, MN, TRAIL COMMISSIONS, START 9/21/2011, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TRAILS. MUTUAL OF OMAHA, INV RELATED, OMAHA, NE, TRAIL COMMISSIONS, START 10/6/2009, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TRAILS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-04
• S63 Uniform Securities Agent State Law Examination
  2004-05-26

Designations

• Certified Financial Planner

Other Names

• John Aaron Pearson