JW
JW

Jerice Walker

19 Years of Experience
Irvine, CA
1 DisclosureBroker

Jerice Walker is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 19 years of industry experience. Jerice is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5 Park Plaza 19th & 20th Fls, [Lt/Sb/Sg-Rbo], Irvine, CA, 92614

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025
Settled
Employment History
Current Registrations
Wells Fargo Advisors
September 2010 - Present · 16 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Wells Fargo Investments, LLC
March 2007 - September 2010 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
November 2006 - September 2010 · 3 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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