Adviser and broker representative · Wells Fargo Clearing Services, LLC
Tonja R. Holmes
CRD 6833914 · Jacksonville, FL
At a glance
Tonja R. Holmes is an investment adviser representative with Wells Fargo Clearing Services, LLC in Jacksonville, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tonja’s SEC record dates to 2022, about 4 years ago. Tonja is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince March 2022Jacksonville, FL · $671B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tonja’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
- Locked
- 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.