AdFi
JK

Jack Kolker

Investment Adviser Representative at Wells Fargo Advisors

New York, NYCRD #1220600Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jack Kolker is an investment adviser representative with Wells Fargo Advisors in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 1983 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 3 (commodity futures). They are registered to provide investment advice in New Jersey, New York, and Texas.

Office

280 Park Ave 27th & 29th Fls
New York, NY 10017

Advisors at this office: 118

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey, New York, Texas
Broker:
33 states and territories

Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/12/1984
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 5/2/1988
Series 7
General Securities Representative Examination
Passed 12/17/1983

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wells Fargo AdvisorsCurrent
11/13/2025 – New York, NY
J.p. Morgan Securities LLC
11/7/2017 – 11/19/2025New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley & Co. Incorporated
    Jan 2009 – Nov 2017New York, NY
  2. Morgan Stanley Smith Barney
    Jun 2009 – Nov 2017New York, NY
  3. Morgan Stanley Private BANK, National Association
    Jan 2015 – Nov 2017New York, NY
  4. Jpmorgan Chase BANK, N.A.
    Nov 2017 – no end date reportedNew York, NY
  5. Jpmorgan Securities, LLC.
    Nov 2017 – Nov 2025New York, NY
  6. Wells Fargo Clearing Services, LLC
    Nov 2025 – no end date reportedNew York, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wells Fargo Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryMobile BankingDigital Experience

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14,697
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-37967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Wells Fargo Advisors

Showing 12 of 14,697 in the directory

View Wells Fargo Advisors firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Kolker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jack Kolker (Wells Fargo Advisors) - Fees & Credentials