Jonathan Walton, financial advisor Saint Louis MO

Jonathan Walton

CRD Number: 5062233
Current Firm: Wells Fargo Clearing Services, LLC

Jonathan Walton (CRD# 5062233) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC St.louis, MO Mar 2021 - Current < 1
Disys St.louis, MO Jan 2021 - Sep 2021 < 1
Private Client Services Louisville, KY Apr 2018 - Jan 2021 2
Uwharrie Investment Advisors Charlotte, NC Mar 2018 - Sep 2020 2
Lpl Financial LLC Fort Mill, SC Oct 2016 - Apr 2018 1
E*trade Capital Management LLC Charlotte, NC May 2009 - Oct 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Jonathan Walton
Phone Number: 314-875-3000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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