Timtico Carnell Waterman

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 05/2013 → 12/2018
  Equitable Advisors Llc/Axa Advisors Llc
  New York, NY
• 03/2019 → 05/2019
  Edward Jones
  St Louis, MO
• 06/2019 → 12/2020
  Valic Financial Advisors Inc
  Ridgeland, MS
• 11/2021 → 07/2023
  Pruco Securities, Llc.
  Ridgeland, MS
• 11/2021 → 07/2023
  Prudential Insurance Company Of America
  Ridgeland, MS
• 06/2019 → 12/2020
  Aig
  Ridgeland, MS
• 08/2023 → 10/2025
  J.P. Morgan Securities Llc
  Jackson, MS
• 08/2023 → 10/2025
  Jpmorgan Chase Bank (La)
  Jackson, MI
• 06/2013 → 12/2018
  Equitable Financial Life Insurance Company
  New York, NY
• 06/2019 → 12/2020
  Variable Annuity Life Insurance Co
  Ridgeland, MS
• 10/2022 → 04/2024
  Timtico Waterman
  Byram, MS
• 01/2019 → 02/2019
  Unemployed
  Byram, MS
• 01/2021 → 10/2021
  Unemployed
  Byram, MS
• 11/2025 → Present
  Wells Fargo Bank, Na
  Ridgeland, MS
• 10/2025 → Present
  Wells Fargo Bank, Na
  Ridgeland, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-02
• S63 Uniform Securities Agent State Law Examination
  2014-02-07

Other Names

• Tim Waterman
• Timtico Waterman
• Timtico Carnell Waterman
• Timtico C Waterman