Jack Rutledge

Financial advisor at Wells Fargo Advisors

Last updated 2026-10-10

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Jack Rutledge is a financial advisor at Wells Fargo Advisors, CRD 3124699. Licenses and exams on the registration: Series 66. IAPD registration began 2002-09-10.

Registration

CRD number
3124699
Registration status
Active
IAPD registration
2002-09-10
Industry Experience
24 years
Work Experience
20 years
States registered
CA, TX

Licenses and exams

  • Series 66

Designations

  • Chartered Financial Consultant

Work history

  • 2006-10 to 2020-09 · Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 · Escondido, CA
  • 2011-07 to 2020-09 · Bank of America, N.A. · Bonsall, CA
  • 2020-09 to Present · Wells Fargo Clearing Services, LLC · San Diego, CA

Current employment

SEC IAPD record for Jack Rutledge

Wells Fargo Advisors

Regulatory AUM
$671,421,842,699
Registered advisors
14,675
Offices
5,961
Clients per advisor
90.2 (Moderate)
Average AUM per client
$507.1K (Low)
High-net-worth client ratio
49.4% (Moderate)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

Jack Rutledge is a Chartered Financial Consultant financial advisor at Wells Fargo Clearing Services, LLC, operating as Wells Fargo Advisors. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 20 years of reported work history.

Wells Fargo Advisors' firm-level Form ADV reports 14,675 advisors across 5,961 offices; approximately 90.2 clients per advisor, average assets per client of $507,052, and regulatory AUM of $671.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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