Robert Michael Gonzalez
Investment adviser representative at Wells Fargo Advisors
21 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Wells Fargo Advisors Financial NetworkJun 2025 to now
- J.P. Morgan Securities LLCOct 2021 to May 2026
- JPMorgan Chase Bank, N.A.Nov 2020 to May 2026
- Franklin/templeton Financial Services CorpOct 2019 to Oct 2020
- Franklin ResourcesMar 2005 to Oct 2020
- Franklin/templeton Distributors, Inc.Feb 2005 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4263041
- Firm CRD
- 19616