J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
40yrs
William Terrell
Financial advisor at Wells Fargo Advisors
William Terrell has worked in the financial industry for 40 years and is a fiduciary financial advisor based in San Francisco, California. William has been with Wells Fargo Advisors since 2021; before that, William spent eight years at Merrill and four years at Morgan Stanley. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in San Francisco
Office555 California St 24th Floor, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2021MerrillPreviously
- 2009 – 2013Morgan StanleyPreviously
- Aug 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2005 – 2007UBS Financial Services Inc.Previously
- 1997 – 2005Citigroup Global Markets Inc.Previously
Contact William
Local office(415) 291-1200Ask for William. (314) 875-3000Main office · St. Louis, MO 555 California St 24th FloorSan Francisco, CA 94104Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (415) 291-1200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for William Terrell.
How long has William been a financial advisor?
William has been in the industry since 1986, about 40 years. Top 3% by experience in San Francisco.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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