Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jetton is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been working in the financial services industry for over 18 years. Brian has a strong background in securities and investment products, and is well-versed in providing financial advice to individuals and businesses. Brian has expertise in various investment areas, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Brian holds the Series 6, Series 7, and Series 66 securities licenses, along with the Securities Industry Essentials Examination (SIE).
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.
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2
TX
04/26/2019 - Present
Wells Fargo Clearing Services, LLC (PLANO TX)
CA
04/30/2013 - 05/08/2019
J.P. MORGAN SECURITIES LLC (VENTURA CA)
CA
01/03/2011 - 05/02/2013
WELLS FARGO ADVISORS, LLC (SANTA PAULA CA)
CA
06/12/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VENTURA CA)
CA
03/17/2005 - 09/12/2006
WM FINANCIAL SERVICES, INC. (CAMARILLO CA)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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