Jason T. Stramara

CRD 3132427 · Wells Fargo Advisors · Ocoee, FL

IA RegisteredBroker

Also appears in the source record as: Jason Tyler Stramara

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 52Series 66Series 63
Registered states (7): California · Florida · Kentucky · Maryland · Michigan · New York · Pennsylvania
Years in the industry (source record): 25
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 (17)

From the source registration record · current first

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

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

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

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

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

start not retrieved → present
J.P. Morgan Securities LLC
Boca Raton, FL · IA capacity

Jun 1, 2018 → Jan 9, 2025
J.P. Morgan Securities LLC
Boca Raton, FL · BC capacity

May 31, 2018 → Jan 9, 2025
Td Ameritrade, Inc.
West Palm Beach, FL · BC capacity

Aug 3, 2010 → Jun 8, 2018
Td Ameritrade, Inc.
West Palm Beach, FL · IA capacity

Jul 27, 2010 → Jun 8, 2018
Td Ameritrade Investment Management, LLC
West Palm Beach, FL · IA capacity

Jul 27, 2010 → Jun 8, 2018
Lincoln Financial Distributors, Inc.
Radnor, PA · IA capacity

Mar 17, 2006 → May 11, 2009
Lincoln Financial Distributors, Inc.
Radnor, PA · BC capacity

Mar 17, 2006 → May 11, 2009
Ubs Financial Services Inc.
Atlanta, GA · IA capacity

Apr 6, 2005 → Dec 20, 2005
Ubs Financial Services Inc.
Weehawken, NJ · BC capacity

Mar 10, 2005 → Dec 20, 2005
Oppenheimer & Co. Inc.
New York, NY · BC capacity

Jan 3, 2003 → Oct 2, 2003
Cibc World Markets Corp.
New York, NY · BC capacity

Sep 22, 1999 → Jan 3, 2003
Olde Discount Corporation
Detroit, MI · BC capacity

Nov 6, 1998 → Dec 1, 1998

Source & corrections

Where this page comes from

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