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Jonathan Green

Wells Fargo Advisors Financial Network, LLC

Roseville, CA

Reno, NV

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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 2024-02-02
  • CA RA
    APPROVED
    Since 2024-02-02

Branch Locations

1731 E. Roseville Parkway Suite 190 [Satellite], Roseville, CA 95661 • United States

595 Humboldt St Ste 200, Reno, NV 89509 • 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 Clearing Services Llc Loomis CA 02/2018 07/2018
Wells Fargo Bank, Na Loomis CA 10/2011 09/2019
Wells Fargo Clearing Services, Llc Loomis CA 09/2019 02/2024
Wells Fargo Advisors Financial Network, Llc Roseville CA 02/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-06
S63 Uniform Securities Agent State Law Examination 2019-12-19
  • S66 Uniform Combined State Law Examination
    2021-04-06
  • S63 Uniform Securities Agent State Law Examination
    2019-12-19
Other Names
  • Jonathan David Green

View on SEC IAPD

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DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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