Grayson, KY Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,145 advisors across 1,137 offices

Location

210 Carol Malone Blvd, Ste A Fl 1

Grayson KY 41143

Advisors at this office

2

Advisors at this office

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Jayson C

Series 63, Series 66

Grayson, KY

Wells Fargo Advisors

Jayson Capling is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in a home-based construction and roofing referral business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of specialized planning options. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert R

Series 66

Grayson, KY

Wells Fargo Advisors

Robert Roar Jr. is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial, LLC, and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in sales activities unrelated to investment and serves as a notary public. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services tailored to specific client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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