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

JAHAR LAL DATTA

Advisor at WELLS FARGO ADVISORS

SAN JOSE, CA

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Search this name across graphsid dfx:ria:43753f24-68ee-e897-c371-8e0fe5e3ee52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2005 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: Nov 29, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 29, 2005
First registration: Nov 30, 2005
Dual registered: yes, broker-dealer
Other names: JAHAR DATTA
IAPD individual key: 5040491

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	Mar 28, 2014	n/a	yes	SAN JOSE, CA\|SAN JOSE, CA	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 8, 2011	Apr 10, 2014	no	SAN FRANCISCO, CA\|San Antonio, TX\|SAN FRANCISCO, CA\|SAN JOSE, CA\|SAN JOSE, CA\|Sunnyvale, CA\|GLENDALE, CA\|San Francisco, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 21, 2010	Dec 5, 2011	no	SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|NEWARK, CA\|FREMONT, CA\|FREMONT, CA\|MILPITAS, CA\|SAN JOSE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Nov 30, 2005	May 10, 2010	no	SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA	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
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Apr 10, 2014	Mar 28, 2014	-13	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	CITIGROUP GLOBAL MARKETS INC.	Dec 5, 2011	Dec 8, 2011	3	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	CHASE INVESTMENT SERVICES CORP.	May 10, 2010	Apr 21, 2010	-19	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Mar 28, 2014 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 8, 2011 to Apr 10, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 21, 2010 to Dec 5, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 30, 2005 to May 10, 2010factForm ADV

Dated events

No dated event names this entity yet.