Adviser and broker representative · Wells Fargo Clearing Services, LLC
Jonatan Diaz
CRD 6943551 · Punta Gorda, FL
At a glance
Jonatan Diaz is an investment adviser representative with Wells Fargo Clearing Services, LLC in Punta Gorda, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonatan’s SEC record dates to 2024, about 2 years ago. Jonatan is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince September 2024Punta Gorda, FL · $671B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jonatan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.