Whitwell Advisors
39yrs
Top advisor by experience in Bee Cave
2yrs
Jackson Harris
Financial advisor at Wells Fargo Advisors
Jackson Harris is a fiduciary financial advisor in Bee Cave, Texas, with 2 years in the industry. Jackson joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 47 advisors with offices in Bee Cave, and one of 44 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office13215 Bee Cave Parkway Building A, Suite 125, Bee Cave, TX 78738
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Oct 2024 – Mar 2025Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jackson
How do I contact Jackson?
Call Wells Fargo Advisors at 314-875-3000 and ask for Jackson Harris. Jackson works from the Bee Cave, TX office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jackson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jackson 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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