Adam Yakubec

Wells Fargo Advisors Financial Network, LLC

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-30

FL RA
APPROVED

Since 2026-07-30

Branch Locations

5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Fort Myers	FL	10/2009	03/2020
Ameriprise Financial Services, Inc.	Fort Myers	FL	10/2009	03/2020
Ameriprise Financial Services, Llc	Fort Myers	FL	03/2020	01/2025
Unemployed	Fort Myers	FL	01/2025	06/2025
Lpl Financial	Coral	FL	06/2025	01/2026
Wells Fargo Advisors Financial Network, Llc	Naples	FL	07/2026	Present
Unemployed	Fort Myers	FL	01/2026	07/2026

10/2009 → 03/2020

Ameriprise Financial Services, Inc.

Fort Myers, FL
10/2009 → 03/2020

Ameriprise Financial Services, Inc.

Fort Myers, FL
03/2020 → 01/2025

Ameriprise Financial Services, Llc

Fort Myers, FL
01/2025 → 06/2025

Unemployed

Fort Myers, FL
06/2025 → 01/2026

Lpl Financial

Coral, FL
07/2026 → Present

Wells Fargo Advisors Financial Network, Llc

Naples, FL
01/2026 → 07/2026

Unemployed

Fort Myers, FL

Previous Registrations

2025-06-20 → 2025-10-21

Lpl Financial Llc

Cape Coral, FL
2009-10-05 → 2025-01-23

Ameriprise Financial Services, Llc

Fort Myers, FL

Naples, FL

Fort Myers, FL
2005-07-12 → 2009-10-05

Ameriprise Advisor Services, Inc.

Ft Myers, FL

Fort Myers, FL
2000-08-21 → 2005-07-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Myers, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-08-31

S66 Uniform Combined State Law Examination

2000-08-31

Other Names

Adam M Yakubec

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

SYNOVUS SECURITIES, INC.

LPL FINANCIAL LLC

CAPITAL WEALTH PLANNING, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS

SAEGER CAY OLSEN

MIGUEL ALEJANDRO ALVAREZ

Manuel Espinosa

Ethan Nathaniel Stern

DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL

WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

J.P. MORGAN SECURITIES LLC · NAPLES, FL

SYNOVUS SECURITIES, INC. · NAPLES, FL

LPL FINANCIAL LLC · NAPLES, FL

CAPITAL WEALTH PLANNING, LLC · NAPLES, FL

AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

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