RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
16yrs
Jerad Chao
Financial advisor at Wells Fargo Advisors
Based in Beverly Hills, California, Jerad Chao is a fiduciary financial advisor with 16 years of industry experience. Jerad joined Wells Fargo Advisors in 2022, after seven years at Merrill and five years at UBS Financial 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 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office433 N Camden Dr 9th & 12th FLS [La-Rbo], Beverly Hills, CA 90210
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2015 – 2022MerrillPreviously
- 2010 – 2015UBS Financial Services Inc.Previously
Contact Jerad
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jerad. 433 N Camden Dr 9th & 12th FLS [La-Rbo]Beverly Hills, CA 90210Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Jerad
Tailored to Jerad’s registration and firm.
- 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 Jerad
How do I contact Jerad?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jerad Chao. Jerad works from the Beverly Hills, CA office.
How long has Jerad been a financial advisor?
Jerad has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Jerad hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerad a fiduciary?
Jerad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerad paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jerad 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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