Jason
Dickerman

Wells Fargo Clearing Services, LLC

CRD#4909311
Investment Advisor
in Denver, CO
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About this Advisor

Jason Dickerman is a certified financial planner who works out of Denver, Colorado, who has been in the financial industry for 13 years. Dickerman is currently employed by Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Century Securities Associates, Inc, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Dickerman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado, Missouri and Texas. Wells Fargo Clearing Services, LLC is a financial advisory company that has its headquarters in Denver, Colorado. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in total assets across its 1,432,715 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a wide set of services, including 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. Financial management fee schedules are based on which service is provided. Fee types charged by Wells Fargo Clearing Services, LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

No

Office Location

3200 Cherry Creek S Dr Ste 100
Denver, CO 80209

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

CO 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

Jason Dickerman Work History

Jason has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2005 - Present (14 years)

Century Securities Associates, Inc

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Jason Dickerman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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