Jeff Evan Chanin

CRD 3109486 · Wells Fargo Advisors · Boca Raton, FL

IA RegisteredBroker

Also appears in the source record as: Jeff E Chanin

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 (20): California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Maine · Maryland · Massachusetts · Michigan · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · South Carolina · Utah · Virginia
Years in the industry (source record): 27
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 (20)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Boca Raton, FL · BC capacity

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

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

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

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

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

Sep 4, 2012 → Oct 15, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Coral Springs, FL · BC capacity

Aug 31, 2012 → Oct 15, 2019
Morgan Stanley Smith Barney LLC
Plantation, FL · IA capacity

Jun 1, 2009 → Sep 11, 2012
Morgan Stanley Smith Barney
Plantation, FL · BC capacity

Jun 1, 2009 → Sep 11, 2012
Citigroup Global Markets Inc.
Plantation, FL · IA capacity

Aug 6, 2007 → Jun 1, 2009
Citigroup Global Markets Inc.
Plantation, FL · BC capacity

Aug 3, 2007 → Jun 1, 2009
Morgan Stanley & Co., Incorporated
Boca Raton, FL · IA capacity

Apr 2, 2007 → Aug 8, 2007
Morgan Stanley & Co., Incorporated
Boca Raton, FL · BC capacity

Apr 2, 2007 → Aug 8, 2007
Morgan Stanley
Boca Raton, FL · IA capacity

May 6, 2003 → Apr 2, 2007
Morgan Stanley Dw Inc.
Boca Raton, FL · BC capacity

May 2, 2003 → Apr 2, 2007
Prudential Securities Incorporated
Coral Springs, FL · IA capacity

Nov 2, 1999 → May 9, 2003
Prudential Securities Incorporated
New York, NY · BC capacity

Oct 22, 1999 → May 9, 2003
Preferred Securities Group, Inc.
Boca Raton, FL · BC capacity

Aug 28, 1999 → Oct 26, 1999
D.L. Cromwell Investments, Inc.
Boca Raton, FL · BC capacity

Jan 19, 1999 → Sep 21, 1999
Franklin Ross, Inc.
Princeton, NJ · BC capacity

Oct 15, 1998 → Feb 3, 1999

Source & corrections

Where this page comes from

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