Michael Charles Jamison

CRD 3128144 · Wells Fargo Advisors · San Diego, CA

IA RegisteredBroker

Also appears in the source record as: Mj Jamison; Mike Jamison

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 99TOSeries 3SIESeries 7Series 6Series 10Series 9Series 66Series 63
Registered states (6): Arkansas · California · Massachusetts · Oklahoma · Utah · Washington
Years in the industry (source record): 24
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 (12)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
San Diego, CA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
San Diego, CA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
San Diego, CA · IA capacity

start not retrieved → present
Lpl Financial LLC
San Diego, CA · IA capacity

Aug 25, 2023 → Jun 12, 2025
Lpl Financial LLC
Fort Mill, SC · BC capacity

Aug 25, 2023 → Jun 12, 2025
Morgan Stanley
Roseville, CA · IA capacity

May 29, 2020 → Aug 17, 2023
Morgan Stanley
Roseville, CA · BC capacity

May 12, 2020 → Aug 17, 2023
Nationwide Investment Services Corporation
Columbus, OH · BC capacity

Jul 25, 2019 → Mar 16, 2020
Invesco Distributors, Inc.
Houston, TX · BC capacity

May 25, 2019 → Jul 23, 2019
Oppenheimerfunds Distributor, Inc.
New York, NY · BC capacity

Mar 31, 2015 → May 25, 2019
Principal Funds Distributor, Inc.
El Dorado Hills, CA · BC capacity

Jul 9, 2004 → Mar 19, 2015
Franklin/Templeton Distributors, Inc.
San Mateo, CA · BC capacity

Jul 21, 2000 → Nov 19, 2002

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3128144 ↗ FINRA BrokerCheck record for CRD 3128144 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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