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

Feb 11, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Feb 11, 2005

First registration

Jun 30, 2008

Dual registered

yes, broker-dealer

IAPD individual key

4831444

• Occurred

  Nov 27, 2024
  Advisor changed firm

  Jason Young Lee left Morgan Stanley for Wells Fargo Advisors (registered 2024-11-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2eae2eab-92c6-5a9f-0471-9b07e14b8836

First observed

Jun 30, 2008

Last observed

Sep 14, 2026 5 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.