Jason Hersh

CRD 2455300 · Wells Fargo Advisors · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Jason E Hersh; Jason Edward Hersh

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (12): Series 82TOSeries 52TOSIESeries 3Series 7Series 10Series 9Series 53Series 24Series 4Series 65Series 63
Registered states (5): Arkansas · Illinois · Massachusetts · Ohio · Utah
Years in the industry (source record): 29
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 (13)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Barrington, IL · IA capacity

Jul 29, 2026 → present
Wells Fargo Advisors Financial Network, LLCCurrent
St. Louis, MO · BC capacity

Jul 29, 2026 → present
Wells Fargo AdvisorsCurrent
Palatine, IL · IA capacity

May 10, 2023 → present
Wells Fargo Clearing Services, LLCCurrent
Schaumburg, IL · BC capacity

May 9, 2023 → present
Cetera Investment Advisers LLC
Schaumburg, IL · IA capacity

Jul 21, 2008 → Apr 21, 2023
Cetera Financial Specialists LLC
Schaumburg, IL · BC capacity

May 9, 2008 → Apr 21, 2023
Cetera Advisors LLC
Greenwood Village, CO · BC capacity

Dec 11, 2012 → Oct 6, 2014
Cetera Advisor Networks LLC
El Segundo, CA · BC capacity

Dec 5, 2012 → Oct 6, 2014
Cetera Investment Services LLC
St. Cloud, MN · BC capacity

Dec 11, 2012 → Dec 31, 2013
Brokersxpress LLC
Chicago, IL · BC capacity

May 21, 2004 → Jan 4, 2008
Optionsxpress, Inc.
Chicago, IL · BC capacity

Jul 17, 2002 → Jan 4, 2008
Web Street Securities, Inc.
Deerfield, IL · BC capacity

Dec 18, 1997 → Nov 13, 2001
Coa Investment Services, Ltd.
Chicago, IL · BC capacity

Jun 28, 1995 → Sep 24, 1997

Source & corrections

Where this page comes from

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