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Jacob Bryan Anderson

Wells Fargo Investment Institute, Inc.

Minneapolis, MN

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Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-17
  • MN RA
    APPROVED
    Since 2026-06-17

Branch Locations

550 S 4Th St Floor: 14, Minneapolis, MN 55415-1529 • 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
Wells Fargo Investment Institute, Inc. Minneapolis MN 05/2026 Present
Wells Fargo Bank Na Minneapolis MN 05/2016 09/2019
Wells Fargo Bank Na Minneapolis MN 09/2019 05/2026
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17
Other Names
  • Jake Anderson
  • Jacob Anderson
  • Jake Bryan Anderson

View on SEC IAPD

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