Archer Investment
29yrs
Top 15% by experience in Kentucky
26yrs
Based in Grayson, Kentucky, Jayson Capling is a fiduciary financial advisor with 26 years of industry experience. Jayson has been with Wells Fargo Advisors since 2025; before that, Jayson spent nine years at LPL Financial and six years at U.S. Bancorp Investments. 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 4 advisors with offices in Grayson, and one of 3 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Kentucky
Office210 Carol Malone Blvd Suite A Floor 1, Grayson, KY 41143
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
- Jul 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2025LPL Financial LLCPreviously
- 2011 – 2016U.S. Bancorp Investments, Inc.Previously
- 2007 – 2011Edward JonesPreviously
Contact Jayson
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jayson. 210 Carol Malone Blvd Suite A Floor 1Grayson, KY 41143Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Jayson
Tailored to Jayson’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 Jayson
How do I contact Jayson?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jayson Capling. Jayson works from the Grayson, KY office.
How long has Jayson been a financial advisor?
Jayson has been in the industry since 2000, about 26 years. Top 23% by experience in Kentucky.
What licenses does Jayson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jayson a fiduciary?
Jayson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jayson paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jayson 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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