Jason I Witrock

CRD 2203531 · Wells Fargo Advisors · Miami, FL

IA RegisteredBroker

Also appears in the source record as: Jason Ira Witrock

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (33): Alabama · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Montana · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Wisconsin
Years in the industry (source record): 22
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 (11)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Miami, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Miami, FL · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Miami, FL · IA capacity

Sep 1, 2011 → Jan 9, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Miami, FL · BC capacity

Sep 1, 2011 → Jan 9, 2018
Morgan Stanley Smith Barney LLC
Miami, FL · IA capacity

Nov 24, 2010 → Sep 21, 2011
Morgan Stanley Smith Barney
Miami, FL · BC capacity

Oct 20, 2010 → Sep 21, 2011
Dresdner Kleinwort Wasserstein Securities LLC
New York, NY · BC capacity

May 6, 2004 → Apr 19, 2005
National Australia Capital Markets, LLC
New York, NY · BC capacity

Dec 20, 2002 → Apr 15, 2004
Lehman Brothers Inc.
New York, NY · BC capacity

Aug 17, 2000 → Sep 16, 2002
Salomon Smith Barney Inc.
New York, NY · BC capacity

Dec 18, 1998 → Aug 25, 2000
Citicorp Securities, Inc.
New York, NY · BC capacity

Jan 14, 1998 → Dec 18, 1998

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2203531 ↗ FINRA BrokerCheck record for CRD 2203531 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.