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Jason C
CFP®, Series 63
Gadsden, AL
Wells Fargo Advisors
Jason Copeland is a CFP® with 26 years of industry experience and is currently an advisor at Wells Fargo Advisors. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a high school football official for the Alabama High School Athletic Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose whether and how to implement recommendations.
Tana N
Series 63, Series 66
Gadsden, AL
Wells Fargo Advisors
Tana Norris is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Wells Fargo since 2009. Outside of her advisory work, she is involved in managing rental property in Panama City Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.
Christopher R
CFP®, Series 63, Series 66
Gadsden, AL
Wells Fargo Advisors
Christopher Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 33% owner of Legacy Wealth Management LLC in Gadsden, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning, and employs proprietary research and tools to develop tailored recommendations for clients.
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