Jeffrey David Shrives
Also appears in the source record as: Jeff David Shrives; Jeff Shrives
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 (6)
- Alaska · Arizona · California · Colorado · Hawaii · Utah
- Years in the industry (source record)
- 25
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 4282493 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 (11)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Key Investment Services LLCMurray, UT · IA capacityApr 22, 2016 → Apr 5, 2023
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Key Investment Services LLCMurray, UT · BC capacityApr 20, 2016 → Apr 5, 2023
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Waddell & ReedCottonwood Heights, UT · IA capacitySep 10, 2015 → Apr 19, 2016
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Waddell & ReedCottonwood Heights, UT · BC capacityAug 6, 2015 → Apr 19, 2016
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U.S. Bancorp Investments, Inc.Midvale, UT · IA capacityJun 1, 2012 → Jul 15, 2015
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U.S. Bancorp Investments, Inc.Midvale, UT · BC capacityJun 1, 2012 → Jul 15, 2015
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Wells Fargo Investments, LLCMurray, UT · IA capacityMay 29, 2007 → Jan 3, 2011
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Wells Fargo Investments, LLCMurray, UT · BC capacityMay 25, 2007 → Jan 3, 2011
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Fidelity Brokerage Services LLCSmithfield, RI · BC capacityDec 13, 2000 → Nov 29, 2001
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.