Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
30yrs
Gerald Doerr is a fiduciary financial advisor in Houston, Texas, with 30 years in the industry. Gerald joined Wells Fargo Advisors in 2017, after five years at J.P. Morgan Securities and nine years at Chase Investment Services. 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 13% by experience in Texas
Office1000 Louisiana St 7th Floor [Pcg-9q], Houston, TX 77002
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 ?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
- 2017 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2012 – 2017J.P. Morgan Securities LLCPreviously
- 2004 – 2012Chase Investment Services Corp.Previously
- Jan 2004 – Mar 2004Cullum & Burks Securities, Inc.Previously
Questions to ask Gerald
Tailored to Gerald’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 Gerald
How do I contact Gerald?
Call Gerald’s local office at (713) 654-2100 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gerald Doerr.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 1996, about 30 years. Top 13% by experience in Texas.
What licenses does Gerald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gerald 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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