Jonathan Killingsworth

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

• 01/2014 → 11/2016
  Wells Fargo Advisors Llc
  Longview, TX
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Longview, TX
• 06/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Longview, TX

Previous Registrations

• 2014-01-22 → 2023-06-01
  Wells Fargo Clearing Services, Llc
  Longview, TX
• 2011-03-21 → 2013-08-20
  M Holdings Securities, Inc.
  Austin, TX

Other Businesses

RAF VENTURES LLC, INV RELATED, LONGVIEW, TX, 100% OWNERSHIP, START 4/18/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| PS2911, LLC; INV RELATED; LONGVIEW, TX; REAL ESTATE; 15% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE | COMMERCIAL PROPERTY; INV RELATED; WEALTH MANAGEMENT PRACTICE; 15% OWNERSHIP; START DATE 02/01/205; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. FINET PRACTICE ST. ANTHONY'S CATHOLIC CHURCH; INV RELATED; LONGVIEW,TX; FINANCE COMMITTEE MEMBER; START DATE: 02/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-18
• S63 Uniform Securities Agent State Law Examination
  2010-07-22

Other Names

• Jonathan Killingsworth
• Jonathan Ryan Killingsworth