Best Investors Account Sign in

Jacob Patrick Fidler

Wells Fargo Clearing Services, LLC

Greenwood Village, CO

Denver, CO

Claim This Profile
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-07
  • CO RA
    APPROVED
    Since 2026-05-07

Branch Locations

5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • United States

3155 E 1St Ave, Denver, CO 80206 • 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
Larson Financial Group Indianapolis IN 01/2015 07/2022
Larson Financial Securities Indianapolis IN 01/2015 07/2022
Uber Indianapolis IN 04/2015 07/2022
Fidelity Investments Denver CO 07/2022 04/2026
Fidelity Investments Boston MA 03/2025 04/2026
Wells Fargo Clearing Services, Llc Denver CO 04/2026 Present
Wells Fargo Bank, Na Denver CO 03/2026 Present
  • 01/2015 → 07/2022
    Larson Financial Group
    Indianapolis, IN
  • 01/2015 → 07/2022
    Larson Financial Securities
    Indianapolis, IN
  • 04/2015 → 07/2022
    Uber
    Indianapolis, IN
  • 07/2022 → 04/2026
    Fidelity Investments
    Denver, CO
  • 03/2025 → 04/2026
    Fidelity Investments
    Boston, MA
  • 04/2026 → Present
    Wells Fargo Clearing Services, Llc
    Denver, CO
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Denver, CO
Previous Registrations
  • 2025-03-31 → 2026-04-09
    Strategic Advisers Llc
    Denver, CO
    Denver, CO
    Morrison, CO
    Boston, MA
  • 2022-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2015-06-16 → 2022-07-11
    Larson Financial Group, Llc
    Indianapolis, IN
    Saint Louis, MO
    Fort Wayne, IN
    Fort Wayne, IN
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-16
  • S66 Uniform Combined State Law Examination
    2015-06-16
Designations
Other Names
  • Jake Fidler

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor