JF
JF

Jerrod Fraser

16 Years of Experience
San Antonio, TX
Broker

Jerrod Fraser is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

777 E. Sonterra Blvd, 140 1st Fl, San Antonio, TX, 78258

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 6 mos
Wells Fargo Advisors
November 2025 - Present · 6 mos
Previous Registrations
Wells Fargo Advisors
November 2016 - November 2025 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
October 2016 - November 2025 · 9 yrs 1 mo
Wells Fargo Advisors, LLC
September 2015 - August 2016 · 11 mos
Wells Fargo Advisors, LLCBroker
September 2015 - August 2016 · 11 mos
J.P. Morgan Securities LLC
April 2014 - August 2015 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
April 2014 - August 2015 · 1 yr 4 mos
Chase Investment Services CORP.Broker
December 2009 - April 2012 · 2 yrs 4 mos
Chase Investment Services CORP.
November 2009 - April 2012 · 2 yrs 5 mos
Metlife Securities INC.
August 2007 - November 2008 · 1 yr 3 mos
Metlife Securities INC.Broker
July 2007 - November 2008 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
September 2006 - June 2007 · 9 mos
Ameriprise Financial Services, INC.
September 2006 - June 2007 · 9 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
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.
Jerrod Fraser - Financial Advisor | TrueAdvisor