Jane Williamson Smith
Also appears in the source record as: Jane Elise Wiersma; Jane Elise Williamson
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 65Series 63
- Registered states (33)
- Alabama · Arizona · California · Colorado · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
- Years in the industry (source record)
- 40
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (9)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
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First Union Capital Markets Corp.Charlotte, NC · BC capacityApr 28, 1998 → Oct 1, 1999
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Bb&t Investment Services, Inc.Charlotte, NC · BC capacityAug 21, 1997 → Apr 17, 1998
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First Union Brokerage Services, Inc.Charlotte, NC · BC capacityNov 13, 1989 → Aug 22, 1997
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Ncnb Securities, Inc.Boston, MA · BC capacityFeb 7, 1989 → Nov 27, 1989
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First Tryon Securities, Inc.BC capacityMay 11, 1987 → Feb 14, 1989
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Republicbank Securities Company, Inc.BC capacityMay 2, 1986 → Apr 27, 1987
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.