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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Jamison is a financial advisor with Wells Fargo Clearing Services, LLC. Brandon has been in the financial services industry for over 20 years, and has a wide range of experience in providing investment advice. He is a registered representative with FINRA and has a Series 7, Series 63, and Series 65 licenses. Brandon has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice to individuals, families, and businesses. Brandon has experience with a variety of financial products, including stocks, bonds, mutual funds, and annuities. He is also able to provide financial planning services, including retirement planning, college savings planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/17/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
09/17/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NY
07/11/2006 - 09/16/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
03/09/2006 - 07/03/2006
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
CA
08/11/2003 - 08/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
07/27/2000 - 12/04/2002
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
IA
Issued 10/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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