Jay D'MEza

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Alpharetta, GA
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA
• 03/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Alpharetta, GA

Previous Registrations

• 2002-06-15 → 2022-03-18
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA

Other Businesses

ALPHA WEALTH ADVISORS LLC, INV RELATED, ALPHARETTA, GA, 20% OWNERSHIP, START 3/18/2022, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE. JATA WEALTH LLC, INV RELATED, ALPHARETTA, GA, 100% OWNERSHIP, START 5/16/2022, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE. DRIFTWOOD DAWGS, LLC; INV RELATED;JEKYLL ISLAND,GA; SECOND HOME;100% OWNERSHIP; START DATE: 01/01/2027; 10 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-18
• S63 Uniform Securities Agent State Law Examination
  1987-10-14

Other Names

• Jay Edgar Dmeza