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Jordan Jeremiah Bertain

Wells Fargo Advisors Financial Network, LLC

Dallas, TX

Burbank, CA

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-25
TX RA APPROVED 2025-06-13
  • CA RA
    APPROVED
    Since 2025-06-25
  • TX RA
    APPROVED
    Since 2025-06-13

Branch Locations

Dallas, TX • United States

100 N 1St. St Suite 105, First Floor, Burbank, CA 91502 • 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
Charles Schwab & Co., Inc. Westlake TX 05/2021 08/2023
Tcu Id Center Fort Worth TX 02/2019 04/2021
Ubs - Historical Data Only Pasadena CA 01/2018 08/2018
N/A Sun Valley CA 08/2010 05/2017
N/A Fort Worth TX 08/2017 05/2021
Wells Fargo Advisors Financial Network, Llc Dallas TX 08/2023 Present
  • 05/2021 → 08/2023
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2019 → 04/2021
    Tcu Id Center
    Fort Worth, TX
  • 01/2018 → 08/2018
    Ubs - Historical Data Only
    Pasadena, CA
  • 08/2010 → 05/2017
    N/A
    Sun Valley, CA
  • 08/2017 → 05/2021
    N/A
    Fort Worth, TX
  • 08/2023 → Present
    Wells Fargo Advisors Financial Network, Llc
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2022-02-09
  • S66 Uniform Combined State Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2022-02-09
Other Names
  • Jordan Bertain

View on SEC IAPD

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