Marjan Ahmadi
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Marjan Ahmadi? Claim your profile
Contact this firm
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
10 years in the industry.
- Wells Fargo Bank, NAJul 2021 to now
- Wells Fargo Clearing Services, LLCJul 2021 to now
- J.P. Morgan Securities LLCJan 2019 to Jun 2021
- JPMorgan Chase Bank, N.A.Jan 2019 to Jun 2021
- Macy'sNov 2018 to Nov 2018
- Keller Williams RealtyOct 2017 to Jan 2019
- Dave Stubbs RealtyJul 2017 to Oct 2017
- Windermere RealtyMay 2017 to Jul 2017
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4614077
- Firm CRD
- 19616