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Detailed Report
Jamison Dale Edlin
JAMISON EDLIN
CRD#: 5093108
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 10870 MIROMAR OUTLET DR
ESTERO, FL 33928
Registration History
200620082010201220142016201820202022202420262 FIRMS2017 - 2023 (6 years)2 FIRMS2023 - 2024 (<1 year)2 FIRMS2024 - 2024 (<1 year)2 FIRMS2024 - Present (<1 year)BRIVERSOURCE DISTRIBUTORS, INC. (CRD# 139135)2023 - 2023 (<1 year)BWELLS FARGO ADVISORS, LLC (CRD# 19616)2007 - 2010 (3 years)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2006 - 2006 (<1 year)
License(s)

State Registrations

B
Florida 8/8/2024
B
Georgia 8/8/2024
IA
Florida 8/9/2024

SRO Registrations

B
 Cboe BZX Exchange, Inc.
B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 NYSE Arca, Inc.
B
 NYSE Texas, Inc.
B
 Nasdaq GEMX, LLC
B
 Nasdaq ISE, LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
10870 MIROMAR OUTLET DR, ESTERO, FL 33928
Registered with this firm since 8/9/2024
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
10870 MIROMAR OUTLET DR, ESTERO, FL 33928
Registered with this firm since 8/8/2024
Previous Registration(s)
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IA
 05/29/2024 - 07/24/2024 LPL FINANCIAL LLC (CRD#:6413) Fort Myers, FL
B
 05/28/2024 - 07/24/2024 LPL FINANCIAL LLC (CRD#:6413) Fort Myers, FL
IA
 12/26/2023 - 04/30/2024 EMPOWER ADVISORY GROUP, LLC (CRD#:112058) FORT MYERS, FL
B
 11/22/2023 - 04/30/2024 EMPOWER FINANCIAL SERVICES, INC. (CRD#:13109) GREENWOOD VILLAGE, CO
B
 09/05/2023 - 11/15/2023 RIVERSOURCE DISTRIBUTORS, INC. (CRD#:139135) MINNEAPOLIS, MN
IA
 09/28/2017 - 07/20/2023 CETERA INVESTMENT ADVISERS LLC (CRD#:105644) PUNTA GORDA, FL
B
 07/19/2017 - 07/20/2023 CETERA INVESTMENT SERVICES LLC (CRD#:15340) PUNTA GORDA, FL
B
 07/25/2007 - 10/08/2010 WELLS FARGO ADVISORS, LLC (CRD#:19616) FORT MYERS, FL
B
 05/05/2006 - 09/01/2006 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) FORT MYERS, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.