Jason Paul Ulogar

CRD 5314081 · Wells Fargo Advisors · Jupiter, FL

IA RegisteredBroker

Also appears in the source record as: Jason Ulogar

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 6TOSeries 7TOSIESeries 7Series 66Series 63
Registered states (3): Florida · Georgia · New York
Years in the industry (source record): 16
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5314081 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
Jupiter, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Jupiter, FL · BC capacity

start not retrieved → present
Intercoastal Capital Markets, Inc.
Boca Raton, FL · BC capacity

Feb 5, 2018 → Jan 14, 2020
Cg Capital Markets, LLC
Boca Raton, FL · BC capacity

Aug 13, 2015 → Feb 2, 2018
Capital Guardian, LLC
Boca Raton, FL · BC capacity

Nov 7, 2014 → Jul 30, 2015
J.V.B. Financial Group, LLC
Boca Raton, FL · BC capacity

Jan 31, 2014 → Nov 4, 2014
Jvb Financial Group, LLC
Boca Raton, FL · BC capacity

Jun 4, 2013 → Jan 31, 2014
David Lerner Associates, Inc.
Boca Raton, FL · BC capacity

Apr 30, 2007 → Jun 10, 2013

Source & corrections

Where this page comes from

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