Best Investors Account Sign in
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
OK RA APPROVED 2026-07-06
  • OK RA
    APPROVED
    Since 2026-07-06

Branch Locations

211 N Robinson Ave Ste 1600, Oklahoma City, OK 73102 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-10
OK RA APPROVED 2025-02-24
CA RA APPROVED 2019-08-21
  • TX RA
    APPROVED_RES
    Since 2025-11-10
  • OK RA
    APPROVED
    Since 2025-02-24
  • CA RA
    APPROVED
    Since 2019-08-21

Branch Locations

211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • United States

Guthrie, OK • United States

3540 S Boulevard St Ste 110, Edmond, OK 73013 • 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
Edward Jones St Louis MO 01/2019 08/2019
Northwestern Mutual Portland OR 04/2018 12/2018
Svn International Portland OR 05/2017 12/2017
Barnard Commercial Real Estate Portland OR 03/2016 04/2017
Keller Williams Realty Portland OR 01/2018 03/2018
Wells Fargo Clearing Services, Llc Truckee CA 08/2019 Present
Wells Fargo Bank, Na Truckee CA 08/2019 Present
Wells Fargo Advisors Financial Network Oklahoma City OK 07/2026 Present
  • 01/2019 → 08/2019
    St Louis, MO
  • 04/2018 → 12/2018
    Northwestern Mutual
    Portland, OR
  • 05/2017 → 12/2017
    Svn International
    Portland, OR
  • 03/2016 → 04/2017
    Barnard Commercial Real Estate
    Portland, OR
  • 01/2018 → 03/2018
    Keller Williams Realty
    Portland, OR
  • 08/2019 → Present
    Truckee, CA
  • 08/2019 → Present
    Wells Fargo Bank, Na
    Truckee, CA
  • 07/2026 → Present
    Wells Fargo Advisors Financial Network
    Oklahoma City, OK
Previous Registrations
  • 2019-04-25 → 2019-08-02
    Vancouver, WA
    St Louis, MO
    Roseville, CA
    Irvine, CA
    Irvine, CA
    St Louis, MO
    St Louis, MO
    Rosevile, CA
    Rosevile, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-23
  • S66 Uniform Combined State Law Examination
    2019-04-23
Other Names
  • Jody Lee Berwanger
  • Jody Lee Gastoni
  • Jody Lee Cinnamon
  • Jody Cinnamon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor