Jerod Omar Hubbard

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

• 09/1998 → 07/2026
  Banc Of America Investment Services, Inc.
  Charlotte, NC
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Charlotte, NC
• 11/2016 → 07/2026
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC

Previous Registrations

• 2009-03-26 → 2026-07-17
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Monroe, NC
  Monroe, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2002-07-26 → 2009-04-01
  Banc Of America Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

POWER OF ATTORNEY FOR BROTHER; INV RELATED; CHARLOTTE, NC; START: 03/09/2006; 2 HRS/MO; 0 DURING TRADING.; OASIS WEALTH MANAGEMENT, LLC; INV RELATED;CHARLOTTE,NC; FINET PRTC;100% OWNERSHIP; START DATE: 07/20/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; FATHER'S ESTATE; INV RELATED;CHARLOTTE,NC; SETTLE DECEASED FATHER'S ESTATE ; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 07/31/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-07-25
• S63 Uniform Securities Agent State Law Examination
  1998-11-04