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Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Dubois, WY
Wells Fargo Clearing
Institution
Jay D Arbetter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 40 years of industry experience. Prior to joining Wells Fargo in 2026, he worked for UBS Financial Services for 13 years. Outside of his advisory role, he is writing a book on networking to help people find improved employment opportunities and holds a patent on a fishing device marketed through a distributor. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Dubois, WY
Dubois WY
Advisors at this office
1
Texas · Wyoming
40 years of industry experience
Wells Fargo Clearing
2026 - Present • 1 year
Frisco, TX
UBS Financial Services
2013 - 2026 • 13 years
Addison, TX
Merrill
1986 - 2013 • 27 years
Dallas, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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