Cole Financial Advisors
44yrs
Top advisor by experience in Provo
8yrs
Jayden Epperson has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Provo, Utah. Jayden has been with Wells Fargo Advisors since 2025; before that, Jayden spent two 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 154 advisors with offices in Provo, and one of 151 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office86 N University Ave 1st & 2nd FLS, Provo, UT 84601
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
- May 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2022 – 2025U.S. Bancorp Investments, Inc.Previously
- 2019 – 2022Wells Fargo Clearing Services, LLCPreviously
- Mar 2019 – Jun 2019Wells Fargo Clearing Services, LLCPreviously
Contact Jayden
Local office(801) 342-2200Ask for Jayden. (314) 875-3000Main office · St. Louis, MO 86 N University Ave 1st & 2nd FLSProvo, UT 84601Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Jayden
Tailored to Jayden’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 Jayden
How do I contact Jayden?
Call Jayden’s local office at (801) 342-2200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jayden Epperson.
How long has Jayden been a financial advisor?
Jayden has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jayden hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jayden a fiduciary?
Jayden is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jayden paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jayden 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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