D.A. Davidson & Co.
46yrs
Top 1% by experience in Roseville
27yrs
Jonathan Graham
Financial advisor at Wells Fargo Advisors
Jonathan Graham has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Roseville, California. After less than a year at Pruco Securities and two years at Waddell & Reed, Jonathan joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Jonathan holds the ChFC designation.
One of 644 advisors with offices in Roseville, and one of 607 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office1512 Eureka Rd 3rd Floor, Roseville, CA 95661
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- May 2021 – Aug 2021Pruco Securities, LLC.Previously
- Sep 2019 – May 2021Waddell & ReedPreviously
- 2016 – 2018Valley Financial Management, Inc.Previously
- 2012 – 2016J.P. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- Oct 2008 – Apr 2009Banc of America Investment Services, Inc.Previously
Contact Jonathan
Local office(916) 788-4600Ask for Jonathan. (314) 875-3000Main office · St. Louis, MO 1512 Eureka Rd 3rd FloorRoseville, CA 95661Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.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 (916) 788-4600 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jonathan Graham.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Jonathan hold?
Series 63, 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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