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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

JORDAN FELIX

Advisor at WELLS FARGO ADVISORS

HIGH POINT, NC | THOMASVILLE, NC | WILMINGTON, NC

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Search this name across graphsid dfx:ria:c9422d6f-ba83-7516-5d28-6cee855ab20a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 25, 2017 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: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 20, 2016
First registration: May 25, 2017
Dual registered: yes, broker-dealer
Other names: JORDAN ALEXANDER FELIX
IAPD individual key: 6289514

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	Oct 2, 2023	n/a	yes	WILMINGTON, NC\|THOMASVILLE, NC\|HIGH POINT, NC	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jan 6, 2020	Nov 11, 2021	no	Winston-Salem, NC	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 20, 2018	Jun 18, 2019	no	WINSTON-SALEM, NC	Previous registration
MORGAN STANLEY	Wirehouse	May 25, 2017	Jun 27, 2018	no	Winston-Salem, NC	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
RAYMOND JAMES & ASSOCIATES, INC.	WELLS FARGO ADVISORS	Nov 11, 2021	Oct 2, 2023	690	Firm change after gap	Ibd to wirehouse
UBS FINANCIAL SERVICES INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jun 18, 2019	Jan 6, 2020	202	Firm change	Wirehouse to ibd
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Jun 27, 2018	Aug 20, 2018	54	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Oct 2, 2023 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 6, 2020 to Nov 11, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 20, 2018 to Jun 18, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 25, 2017 to Jun 27, 2018factForm ADV

Dated events

No dated event names this entity yet.