Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Jody L. Cinnamon
CRD 6934163 · Oklahoma City, OK
At a glance
Jody L. Cinnamon is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Oklahoma City, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jody’s SEC record dates to 2019, about 7 years ago. Jody is also registered as a broker representative.
Current advisory firms
- Wells Fargo Advisors Financial Network, LLCSince July 2026Oklahoma City, OK · $252B in regulatory assets
- Wells Fargo Clearing Services, LLCSince August 2019Guthrie, OK · $671B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jody’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.