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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JASON MICHAEL LOMBARDO

Advisor at WELLS FARGO ADVISORS

PANAMA CITY, FL | PENSACOLA, FL | GULF BREEZE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:298fe4ed-5e8e-eb42-9bea-1f7603a17336

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 24, 2006
First registration: Aug 28, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 5146384

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Aug 12, 2021	n/a	yes	PENSACOLA, FL\|PANAMA CITY, FL\|GULF BREEZE, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Aug 12, 2021	no	PENSACOLA, FL\|PENSACOLA, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Aug 28, 2006	Jan 1, 2008	no	PENSACOLA, FL\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Aug 12, 2021	Aug 12, 2021	0	Channel change	Wirehouse to wirehouse
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:11025:FL:2021-08-12	Aug 12, 2021	Aug 12, 2021	PENSACOLA, FL	Firm change

Relationships

Registered with (3)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Aug 12, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Aug 12, 2021factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Aug 28, 2006 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:298fe4ed-5e8e-eb42-9bea-1f7603a17336
First observed: Aug 28, 2006
Last observed: Sep 15, 2026 6 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.

JASON MICHAEL LOMBARDO

Advisor at WELLS FARGO ADVISORS

PANAMA CITY, FL | PENSACOLA, FL | GULF BREEZE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:298fe4ed-5e8e-eb42-9bea-1f7603a17336

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

Aug 12, 2021

n/a

yes

PENSACOLA, FL|PANAMA CITY, FL|GULF BREEZE, FL

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jan 1, 2008

Aug 12, 2021

PENSACOLA, FL|PENSACOLA, FL

Previous registration

A. G. EDWARDS & SONS, INC.

n/a

Aug 28, 2006

Jan 1, 2008

PENSACOLA, FL|ST. LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

Aug 12, 2021

Channel change

Wirehouse to wirehouse

A. G. EDWARDS & SONS, INC.

WELLS FARGO ADVISORS

Jan 1, 2008

Bulk transfer

Other

Team

Left

Joined

From

Kind

19616:11025:FL:2021-08-12

Aug 12, 2021

PENSACOLA, FL

Firm change