Jonathan
Norris

Wells Fargo Clearing Services, LLC

CRD#5690025
Investment Advisor
in Fairhope, AL

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About this Advisor

Jonathan Norris is an advisor who is based in Fairhope, Alabama. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, they have gathered 11 years of professional experience in the financial advisory industry. Norris holds Series 63 and Series 66 licenses, designating the advisor as a securities broker. Norris is registered to act as an advisor based out of Alabama and Texas. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wachovia Bank, N.A and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Fairhope, Alabama, and operates out of 6,239 additional brick-and-mortar locations throughout the nation. As a company, Wells Fargo Clearing Services, LLC oversees $511 billion in assets dispersed across 1,430,874 accounts and employs more than 25,711 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

50 N Section St
Fairhope, AL 36532

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

AL Average: $11,469,110,461
Total Number of Employees

25,711

AL Average: 458
Total Number of Accounts

1,430,874

AL Average: 33,415
Average Account Size

$357,078

AL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jonathan Norris Work History

Jonathan has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - Present (12 years)

Wachovia Bank, N.A

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Jonathan Norris has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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