Jahar Lal Datta

CRD 5040491 · Wells Fargo Advisors · San Jose, CA

IA RegisteredBroker

Also appears in the source record as: Jahar Datta

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (9): Alabama · California · Colorado · Connecticut · Florida · Illinois · Nevada · New York · Texas
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5040491 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 (8)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
San Jose, CA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
San Jose, CA · BC capacity

start not retrieved → present
Citigroup Global Markets Inc.
Sunnyvale, CA · IA capacity

Dec 8, 2011 → Apr 10, 2014
Citigroup Global Markets Inc.
Sunnyvale, CA · BC capacity

Dec 8, 2011 → Apr 10, 2014
Chase Investment Services Corp.
San Jose, CA · IA capacity

Apr 21, 2010 → Dec 5, 2011
Chase Investment Services Corp.
San Jose, CA · BC capacity

Apr 21, 2010 → Dec 5, 2011
Wells Fargo Investments, LLC
San Jose, CA · IA capacity

Nov 30, 2005 → May 10, 2010
Wells Fargo Investments, LLC
San Jose, CA · BC capacity

Nov 14, 2005 → May 10, 2010

Source & corrections

Where this page comes from

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