Jason Edward Stallmann

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Naperville, IL
• 11/2016 → 04/2023
  Wells Fargo Clearing Services, Llc
  Naperville, IL
• 04/2023 → Present
  Wells Fargo Advisors Financial Network, Llc (
  Naperville, IL

Previous Registrations

• 2006-10-23 → 2023-04-03
  Wells Fargo Clearing Services, Llc
  Naperville, IL
• 1999-10-19 → 2006-10-30
  Citigroup Global Markets Inc.
  Naperville, IL
  Naperville, IL

Other Businesses

GREAT LAKES ASSET MANAGEMENT LLC, INV RELATED, NAPERVILLE, IL, 12.5% OWNERSHIP, START 1/12/2023, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. ROCK CHALK WEALTH MANAGEMENT LLC, INV RELATED, ST. CHARLES, IL, 100% OWNERSHIP, START 2/1/2023, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-24
• S63 Uniform Securities Agent State Law Examination
  1993-04-21

Other Names

• Jason H Stallman
• Jason Edward Stallman