Columbus, MS Office

Team
Updated today

Client AUM

$617,589,353,444

Clients

1,298,616

Advisors

2

Of 14,141 advisors across 1,492 offices

Location

20 Glenwood Dr

Columbus MS 39705

Advisors at this office

2

Advisors at this office

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Tony J

Series 63, Series 65

Columbus, MS

Wells Fargo Clearing

Tony Jackson is a financial advisor with Wells Fargo Clearing in Columbus, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Morgan Keegan & Company, Inc., and Amsouth Investment Services, Inc. Outside of finance, he owns a tanning salon business managed by his family. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven process grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Stevan B

Series 63, Series 65

Columbus, MS

Wells Fargo Clearing

Stevan Black Jr. is a financial advisor with Wells Fargo Clearing in Columbus, MS, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2019. Outside of his advisory role, he owns and operates a competitive cheerleading and tumbling gym called Gametime Athletics. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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