Jackson Hole, WY Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,186

Across 1,153 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Based on WELLS FARGO Advisors

Expertise

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

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

115 E Pearl Ave, Ste 200

Jackson Hole WY 83001

Advisors at this office

5

Advisors at this office

user avatar

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
user avatar

Jamie F

Series 66

Jackson Hole, WY

Wells Fargo Advisors

Jamie Feik is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding a Series 66 license and 10 years of industry experience. Prior to joining Wells Fargo Advisors, Feik worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he co-owns and operates a snow shoveling business in Alpine, WY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

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

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, Wyoming, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in family-owned businesses including cattle and meat companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an approach that 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
user avatar

Cody L

Series 66

Jackson Hole, WY

Wells Fargo Advisors

Cody Lockhart is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he assists with his family's cattle ranch, Lockhart Cattle Company, in Jackson Hole. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo’s research and tools to develop and deliver recommendations through discrete planning engagements.

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

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 been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing. 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, using proprietary research and tools to develop tailored recommendations for clients who meet specific net-worth criteria.

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