Lewis Joseph Nameth

CRD 5315348 · Wells Fargo Advisors · Fallbrook, CA

IA RegisteredBroker

Also appears in the source record as: Lew Nameth; Lewis J Nameth; Lewis Nameth

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 31Series 7Series 66
Registered states (5): California · Colorado · Hawaii · New Mexico · Oregon
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5315348 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 (12)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Fallbrook, CA · BC capacity

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

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

start not retrieved → present
J.P. Morgan Securities LLC
Escondido, CA · IA capacity

Jun 23, 2014 → Jul 6, 2017
J.P. Morgan Securities LLC
Escondido, CA · BC capacity

Jun 23, 2014 → Jul 6, 2017
Td Ameritrade, Inc.
San Diego, CA · IA capacity

Nov 10, 2011 → May 16, 2014
Amerivest Investment Management, LLC
Rancho Bernardo, CA · IA capacity

Nov 10, 2011 → May 16, 2014
Td Ameritrade, Inc.
San Diego, CA · BC capacity

Nov 10, 2011 → May 16, 2014
Charles Schwab & Co., Inc.
Anaheim, CA · IA capacity

Jun 10, 2008 → Nov 4, 2011
Charles Schwab & Co., Inc.
Anaheim, CA · BC capacity

Jun 9, 2008 → Nov 4, 2011
Morgan Stanley & Co., Incorporated
Santa Ana, CA · IA capacity

Jun 28, 2007 → Mar 18, 2008
Morgan Stanley & Co., Incorporated
Santa Ana, CA · BC capacity

May 31, 2007 → Mar 18, 2008

Source & corrections

Where this page comes from

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