Best Investors Account Sign in

Jason Hersh

Wells Fargo Advisors Financial Network, LLC

Barrington, IL

St. Louis, MO

Wells Fargo Clearing Services, LLC

Schaumburg, IL

Barrington, IL

Palatine, IL

CRD 2455300

Claim This Profile
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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-29
  • IL RA
    APPROVED
    Since 2026-07-29

Branch Locations

1000 Hart Rd, 1St Fl, Barrington, IL 60010 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-18
OH RA APPROVED 2023-05-10
  • IL RA
    APPROVED
    Since 2024-06-18
  • OH RA
    APPROVED
    Since 2023-05-10

Branch Locations

425 N Martingale Rd Ste 200, Schaumburg, IL 60173 • United States

1000 Hart Rd Ste 105, Barrington, IL 60010 • United States

Palatine, IL • 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
Cetera Financial Specialists Llc Schaumburg IL 05/2008 04/2023
Cetera Investment Advisers Llc Schaumburg IL 01/2014 04/2023
Wells Fargo Clearing Services, Llc Toledo OH 04/2023 Present
Wells Fargo Advisors Financial Network Barrington IL 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-21
S63 Uniform Securities Agent State Law Examination 1995-03-21
  • S65 Uniform Investment Adviser Law Examination
    2006-06-21
  • S63 Uniform Securities Agent State Law Examination
    1995-03-21
Other Names
  • Jason Hersh
  • Jason Edward Hersh
  • Jason E Hersh

View on SEC IAPD

More in Barrington, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor