Unclaimed Profile

Jonathan Geoffrey Weiss

WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, North Carolina

SIE, Series 6TO, Series 7, Series 14, Series 22TO, Series 24, Series 26, Series 39, Series 52TO, Series 57TO, Series 62, Series 63, Series 79TO, Series 82TO, Series 99TOClean recordWELLS FARGO INVESTMENT INSTITUTE, INC.

401 SOUTH TRYON STREET, CHARLOTTE, NC 28202CRD# 2362764Firm CRD# 133204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Geoffrey Weiss · CHARLOTTE, NC

Registration

CRD #2362764 · WELLS FARGO INVESTMENT INSTITUTE, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 14

Series 22TO

Series 24

Series 26

Series 39

Series 52TO

Series 57TO

Series 62

Series 63

Series 79TO

Series 82TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLS FARGO INVESTMENT INSTITUTE, INC.

CRD 133204 · SEC 801-64191

AUM

$44.0B

Regulatory assets under management

Employees

251

20,338 client accounts

Services offered by WELLS FARGO INVESTMENT INSTITUTE, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WELLS FARGO INVESTMENT INSTITUTE, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Geoffrey Weiss offer?

Jonathan Geoffrey Weiss specializes in Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Jonathan Geoffrey Weiss's credentials?

Jonathan Geoffrey Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Geoffrey Weiss located?

Jonathan Geoffrey Weiss is based in CHARLOTTE, North Carolina, working with WELLS FARGO INVESTMENT INSTITUTE, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Jonathan Geoffrey Weiss charge for services?

Jonathan Geoffrey Weiss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLS FARGO INVESTMENT INSTITUTE, INC.?

WELLS FARGO INVESTMENT INSTITUTE, INC. has approximately 251 employees and manages $44.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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