Jonathan Fred Moskowitz

CRD 2335240 · Wells Fargo Advisors · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Jon Moskowitz; Jonathan F Moskowitz

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 (49): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2335240 contains one or more disclosure events as of Aug 20, 2026.

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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 (13)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Daytona Beach, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Jacksonville, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Daytona Beach, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Jacksonville, FL · IA capacity

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

Feb 26, 2004 → Feb 17, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jacksonville, FL · BC capacity

Feb 23, 2004 → Feb 17, 2009
Citigroup Global Markets Inc.
Jacksonville, FL · IA capacity

Oct 4, 2000 → Feb 11, 2004
Citigroup Global Markets Inc.
New York, NY · BC capacity

Jul 8, 1998 → Feb 11, 2004
Vtr Capital, Inc.
New York, NY · BC capacity

Feb 27, 1997 → Jun 22, 1998
Pruco Securities Corporation
Newark, NJ · BC capacity

Sep 30, 1994 → Mar 26, 1997
South Richmond Securities, Inc.
BC capacity

May 11, 1994 → Jun 20, 1994
A.J. Michaels & Co., Ltd.
Hauppauge, NY · BC capacity

Apr 18, 1994 → May 29, 1994

Source & corrections

Where this page comes from

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