Jake Wayne
Financial advisor at Wells Fargo Advisors · Port Jefferson, NY
Last updated 2026-10-10
Claim your profileJake Wayne is a financial advisor at Wells Fargo Advisors in Port Jefferson, NY, CRD 7909190. Licenses and exams on the registration: Series 66. IAPD registration began 2024-07-20.
Registration
- CRD number
- 7909190
- Registration status
- Active
- IAPD registration
- 2024-07-20
- Industry Experience
- 2 years
- Work Experience
- 13 years
- States registered
- NY
Licenses and exams
- Series 66
Work history
- 2024-04 to Present · Wells Fargo Clearing Services, LLC · Port Jefferson, NY
- 2021-05 to 2023-12 · Greystone · New York City, NY
- 2019-08 to 2021-04 · Pricewaterhouse Coopers LLC · New York City, NY
- 2018-08 to 2019-08 · Suny Old Westbury · Westbury, NY
- 2013-08 to 2017-12 · University At Albany · Albany, NY
- 2024-01 to 2024-04 · Unemployed · Commack, NY
- 2019-03 to 2023-12 · Taylormade Golf · Carlsbad, NY
- 2018-01 to 2018-03 · Pricewaterhouse Coopers · New York, NY
- 2018-04 to 2018-07 · Unemployed · Commack, NY
Current employment
- Wells Fargo Clearing Services, LLC · St. Louis, MO
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
Jake Wayne is a financial advisor at Wells Fargo Clearing Services, LLC, operating as Wells Fargo Advisors in Port Jefferson, NY. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 13 years of reported work history. Reported roles include Unemployed, Greystone, Taylormade Golf, Pricewaterhouse Coopers LLC, among others.
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, 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, 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
Location
70 N Country Rd Ste 301, Port Jefferson, NY 11777
17 advisors at this office.
Contact
The firm's filed contact details.
Official record
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