L. Rand Jolley, financial advisor Cottonwood Heights UT

L. Rand Jolley

CRD Number: 1280974
Current Firm: Wells Fargo Advisors Financial Network, LLC

L. Rand Jolley (CRD# 1280974) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Cottonwood Heights, UT and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Cottonwood Heights, UT Jul 2022 - Current 1
Wells Fargo Clearing Services, LLC Salt Lake City, UT Nov 2016 - Jul 2022 5
Wells Fargo Advisors LLC Salt Lake City, UT May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for L. Rand Jolley
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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