Jackson Hole, WY Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

5

Of 4,145 advisors across 1,137 offices

Location

115 E Pearl Ave, Ste 200

Jackson Hole WY 83001

Advisors at this office

5

Advisors at this office

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Donald W

Series 66

Jackson Hole, WY

Wells Fargo Advisors

Donald Watkins is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC since 2019. Prior to this, he was involved with Roadhouse Brewing Co. and Convergence Investments. Watkins serves as treasurer for Friends of Pathways, a nonprofit organization, where he assists with budgeting and fundraising oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services tailored to clients meeting a net-worth threshold, including specialized planning areas such as business-owner transition, sports and entertainment, special needs, and divorce planning.

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

Series 66

Jackson Hole, WY

Wells Fargo Advisors

Jamie Feik is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, Feik co-owns a snow shoveling business in Alpine, Wyoming, with his spouse. 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 financial planning services and investment recommendations supported by Wells Fargo research and planning tools.

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

Series 63, Series 66

Jackson Hole, WY

Wells Fargo Advisors

Kelly Lockhart is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously held positions within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Lockhart is involved in several family and investment-related business activities, including ownership interests in enterprises related to agriculture and family businesses. 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, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

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

Series 66

Jackson Hole, WY

Wells Fargo Advisors

Cody Lockhart is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Jackson Hole, WY, and has 19 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he assists on his family ranch through Lockhart Cattle Company. 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 planning menu and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 66

Jackson Hole, WY

Wells Fargo Advisors

Chad Driewer is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked within Wells Fargo’s affiliated entities since 2009. Outside of his advisory role, he has ownership interests in an investment-related LLC and a resort condominium in Teton Village, WY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special-needs analysis, supported by proprietary research and planning tools.

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