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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in San Jose, CA

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in San Jose, A to Z.

The short answer

98 registered advisors work at Wells Fargo Clearing Services, LLC in San Jose, out of 13,134 at the firm nationwide; it ranks number 2 in the city by advisors. 7 list the CFP designation and 98 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in San Jose, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

Wells Fargo Clearing Services, LLC advisors in every city and state →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news and advisor moves →Wells Fargo Clearing Services, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 712Charlotte, NC 342New York, NY 324Salt Lake City, UT 201Minneapolis, MN 196San Diego, CA 170Houston, TX 167Scottsdale, AZ 147Irvine, CA 135Walnut Creek, CA 135Los Angeles, CA 127McLean, VA 119Seattle, WA 116Richmond, VA 114Fort Worth, TX 112

Other firms in San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18Pfs Investments Inc. 14

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in San Jose?

98 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 7 list the CFP designation and 98 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in San Jose?

Wells Fargo Clearing Services, LLC ranks number 2 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Wells Fargo Clearing Services, LLC advisor in San Jose?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.