Merrill
46yrs
Top advisor by experience in Santa Barbara
12yrs
Jonathan Pickert
Financial advisor at Wells Fargo Advisors
Based in Santa Barbara, California, Jonathan Pickert is a fiduciary financial advisor with 12 years of industry experience. Jonathan joined Wells Fargo Advisors in 2025, after three years at Merrill and four years at U.S. Bancorp Advisors. 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 431 advisors with offices in Santa Barbara, and one of 373 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3660 State St [Lh-Rbo], Santa Barbara, CA 93105
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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2022 – 2025MerrillPreviously
- 2018 – 2022U.S. Bancorp Advisors, LLCPreviously
- 2016 – 2018J.P. Morgan Securities LLCPreviously
- Jul 2014 – Jan 2016MerrillPreviously
Contact Jonathan
Local office(805) 963-9561Ask for Jonathan. (314) 875-3000Main office · St. Louis, MO 3660 State St [Lh-Rbo]Santa Barbara, CA 93105Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (805) 963-9561 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jonathan Pickert.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Jonathan hold?
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.
Other advisors nearby
Morgan Stanley
45yrs
Top 1% by experience in Santa Barbara
Zacks Intelligence
44yrs
Top 1% by experience in Santa Barbara
UBS Financial Services
44yrs
Top 1% by experience in Santa Barbara
LPL Financial
43yrs
Top 1% by experience in Santa Barbara
U.S. Bancorp Advisors
43yrs
Top 1% by experience at U.S. Bancorp Advisors