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Jose A Herrera

Advisor at Wells Fargo Clearing — Marshalltown, IA E Southridge

Updated today

Credentials

Series 65, Series 63

Experience

2 years

Location

Marshalltown, IA 50158

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,485 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Jose Herrera is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank and various local businesses. Outside of his advisory role, he is involved with Cartee Logistics LLC, a company focused on package delivery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$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

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

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

Location

See office

Marshalltown, IA E Southridge

14 E Southridge

Marshalltown IA 50158

Advisors at this office

3

Most active in

Iowa

Work history

2 years of industry experience

Wells Fargo Clearing

2022 - Present • 4 years

Marshalltown, IA

Ethington Heating & Cooling

2021 - 2022 • 1 year

Marshalltown, IA

M & T Cleaning Services

2020 - 2021 • 1 year

Bakersfield, CA

Wells Fargo Bank

2017 - 2020 • 3 years

Marshalltown, IA

Marshalltown Community College

2017 - 2021 • 4 years

Marshalltown, IA

Hy-Vee

2014 - 2017 • 3 years

Marshalltown, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bryce W

Series 66

Marshalltown, IA

Stratos Wealth Partners, Ltd

Bryce Williams is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Shazam, and Wells Fargo. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and specialized consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

William W

Series 63, Series 66

Marshalltown, IA

Edward Jones

William Wirin is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Elisabeth B

Series 66

Marshalltown, IA

Edward Jones

Elisabeth Bieber is a financial advisor with Edward Jones in Marshalltown, IA, holding a Series 66 designation and five years of industry experience. Prior to her current role at Edward Jones, she worked in academic settings at Wartburg College, the University of Northern Iowa, and the University of Iowa. Outside of finance, she operated Equilibrio Voice Studio, providing classical voice instruction to middle and high school students for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including varied household segments and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, with a large national presence of advisors and branches.

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner

Nathan B

Series 66

Marshalltown, IA

Edward Jones

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Rodney D

CFP®, Series 63, Series 65

State Center, IA

Cambridge Investment Research Advisors

Rodney Decker is a CFP® with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management and Farm Bureau Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies with discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Anthony E

Series 66

Marshalltown, IA

Edward Jones

Anthony Everman is a financial advisor with Edward Jones in Marshalltown, IA. He holds a Series 66 designation and has professional experience at Edward Jones since 2025, following previous roles at Whipstick, Iowa Valley Community College District, Oakland Athletics, and Benedictine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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