Michelle Jones
Also appears in the source record as: Michelle Weaver Jones; Mj Jones; Michelle Weaver Lamb; Michelle Lynn Weaver
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 99TOSIESeries 7Series 9Series 10Series 66Series 63
- Registered states (6)
- Arkansas · Massachusetts · Oklahoma · Utah · Virginia · Washington
- Years in the industry (source record)
- 32
- 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
- 11025
- SEC number
- 801-57434
- Assets under management
- $252.3B as of Jun 3, 2026
- Website
- stories.wf.com ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (15)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
start not retrieved → present
-
Ubs Financial Services Inc.Wilmington, NC · IA capacityAug 28, 2003 → Mar 7, 2005
-
Ubs Financial Services Inc.Weehawken, NJ · BC capacityAug 28, 2003 → Mar 7, 2005
-
Citigroup Global Markets Inc.Wilmington, NC · IA capacityDec 12, 2001 → Aug 19, 2003
-
Citigroup Global Markets Inc.New York, NY · BC capacityAug 7, 2000 → Aug 19, 2003
-
First Union Capital Markets Corp.Charlotte, NC · BC capacityFeb 14, 1994 → Oct 1, 1999
-
First Union Brokerage Services, Inc.Charlotte, NC · BC capacityJun 21, 1993 → Dec 9, 1993
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.