Merrill
47yrs
Top advisor by experience in Alexandria
37yrs
Jonathan Ustun
Financial advisor at Wells Fargo Advisors
Jonathan Ustun is a fiduciary financial advisor in Alexandria, Virginia, with 37 years in the industry. Jonathan joined Wells Fargo Advisors in 2025, after seven years at A. G. Edwards & Sons. 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 366 advisors with offices in Alexandria, and one of 348 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 7% by experience in Alexandria
Office1900 Duke Street 200 2nd Floor, Alexandria, VA 22314
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
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
- Apr 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Jonathan
Local office(703) 548-5700Ask for Jonathan. (314) 875-3000Main office · St. Louis, MO 1900 Duke Street 200 2nd FloorAlexandria, VA 22314Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (703) 548-5700 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jonathan Ustun.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1989, about 37 years. Top 7% by experience in Alexandria.
What licenses does Jonathan hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan 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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