Jonathan
Dewoody

Wells Fargo Clearing Services, LLC

CRD#4748459
Investment Advisor
in Austin, TX
Are you Jonathan Dewoody? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jonathan Dewoody is a certified financial planner operating in Austin, Texas, who has been in the advisory business for 10 years. Dewoody is on the advisory team at Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Dewoody has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Wells Fargo Clearing Services, LLC is an advisory firm operating out of Austin, Texas. It has offices in 6,557 locations and a total of 26,409 people on staff. It administers $473 billion in assets across its 1,432,715 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a diverse array 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. Fees for financial advisory services usually depend on which services are provided. However, fee types billed by Wells Fargo Clearing Services, LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

100 Congress Ave Stes 1650 and 200
Austin, TX 78701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

TX Average: 458
Total Number of Accounts

1,432,715

TX Average: 33,415
Average Account Size

$330,143

TX Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Dewoody Work History

Jonathan has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Jonathan Dewoody has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started