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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

JESSICA BONNETT

Advisor at WELLS FARGO ADVISORS

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:33bdb0cf-ae12-84ff-4e52-e64408326f42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 13, 2016 to Sep 14, 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: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 17, 2015
First registration: Dec 13, 2016
Dual registered: yes, broker-dealer
Other names: JESSICA ZAKLIN BONNETT|JESSICA BONNETT
IAPD individual key: 6484200

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 27, 2026	n/a	yes	SALT LAKE CITY, UT	Current employment
TRIAD WEALTH PARTNERS, LLC	Independent wealth	Mar 23, 2026	Jul 14, 2026	no	Clearfield, UT\|LAWRENCE, KS	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 28, 2025	no	NORTH SALT LAKE, UT\|BOSTON, MA\|SALT LAKE CITY, UT	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 3, 2022	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 13, 2016	Jun 7, 2022	no	DRAPER, UT\|SALT LAKE CITY, UT\|OREM, UT\|WOODS CROSS, UT\|SALT LAKE CITY, UT	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
TRIAD WEALTH PARTNERS, LLC	WELLS FARGO ADVISORS	Jul 14, 2026	Aug 27, 2026	44	Firm change	RIA to wirehouse
STRATEGIC ADVISERS LLC	TRIAD WEALTH PARTNERS, LLC	May 28, 2025	Mar 23, 2026	299	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
WELLS FARGO ADVISORS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 7, 2022	Aug 3, 2022	57	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 13, 2016 to Jun 7, 2022factForm ADV
→ TRIAD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 23, 2026 to Jul 14, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 28, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 3, 2022 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
Jessica Bonnett left Triad Wealth Partners, Llc for Wells Fargo Advisors (registered 2026-08-27)
Form ADVobserved 5 days ago
Occurred
May 28, 2025
Advisor changed firm
Jessica Bonnett left Strategic Advisers Llc for Triad Wealth Partners, Llc (registered 2026-03-23)
Form ADVobserved 5 days ago
Occurred
Jun 7, 2022
Advisor changed firm
Jessica Bonnett left Wells Fargo Advisors for Fidelity Personal And Workplace Advisors (registered 2022-08-03)
Form ADVobserved 5 days ago