This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 8, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Jan 8, 1987

First registration

Nov 4, 2003

Dual registered

yes, broker-dealer

Other names

JEFFREY SHERMAN|JEFF SHERMAN

IAPD individual key

1602883

• Occurred

  Jun 8, 2023
  Advisor changed firm

  Jeffrey Marc Sherman left J.P. Morgan Private Wealth Advisors Llc for Wells Fargo Advisors (registered 2023-06-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09875a62-183e-e3a6-228e-922f00754ebd

First observed

Nov 4, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.