Patrick Jones

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 11/2016
  Wells Fargo Advisors Llc
  West Des Moines, IA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA
• 06/2026 → Present
  Wells Fargo Advisors Financial Network
  West Des Moines, IA

Previous Registrations

• 2005-10-12 → 2014-11-25
  Dewaay Capital Management
  West Des Moines, IA
  West Des Moines, IA
• 2010-11-02 → 2014-06-19
  Commerce Wealth Advisers, Llc
  Johnston, IA

Other Businesses

IOWA USSSA SPORTS; NOT INV. RELATED; DES MOINES,IA; UMPIRE; START DATE 05/01/2022; NUMBER OF HOURS PER MONTH 24; NUMBER OF HOURS DURING TRADING 0; UMPIRING BASEBALL AND SOFTBALL GAMES.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-21
• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1999-08-11

Other Names

• Patrick Jason Jones