Jason Cole

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
  El Segundo, CA
• 11/2016 → 03/2025
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
• 03/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Reno, NV

Previous Registrations

• 2011-01-03 → 2025-03-13
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  El Segundo, CA
  El Segundo, CA
  Manhattan Beach, CA
• 2001-05-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Manhattan Beach, CA
  Hermosa Beach, CA
  El Segundo, CA
  El Segundo, CA
  Manhattan Beach, CA

Other Businesses

RENTAL PROPERTY, INV RELATED, PHOENIX, AZ, 100% OWNERSHIP, START 6/01/2013, 1 HR PER MONTH/0 DURING TRADING, MANAGE PROPERTY MGMT COMPANY.| RENTAL PROPERTY; INV RELATED; GLENDALE, AZ; 100% OWNERSHIP; START 6/1/2013; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; DUTIES ARE TO MANAGE PROP MGMT COMPANY.| JMCPRIVATE WEALTH INC; INV RELATED; PALOS VERDES ESTATES, CA; INVESTMENT MANAGEMENT SERVICES; 100% OWNERSHIP; START DATE 03/13/2025; 120 HOURS PER MONTH; 120 HOURS DURING TRADING| RENTAL PROPERTY; INV RELATED; MANHATTAN BEACH, CA; 100% OWNERSHIP; START DATE 02/08/2025; 1 HOURS PER MONTH; 0 HOURS DURING TRADING RENTAL PROPERTY, INV RELATED, GLENDALE, AZ, 100% OWNERSHIP, START 6/1/2013, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-27
• S63 Uniform Securities Agent State Law Examination
  1991-03-06

Other Names

• Jason Cole
• Jason Matthew Cole
• Jason M Cole