Yong joon Cho
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Wells Fargo Bank, NANov 2023 to now
- Wells Fargo Clearing Services, LLCNov 2023 to now
- U.S. Bancorp Investments, Inc.May 2023 to Nov 2023
- U.S. BankMay 2023 to Nov 2023
- Unionbanc Investment ServicesDec 2020 to May 2023
- Mufg Union BankNov 2020 to May 2023
- Wells Fargo Bank NAApr 2019 to Nov 2020
- Wells Fargo Clearing Services LLCApr 2019 to Nov 2020
- Unionbanc Investment ServicesDec 2017 to Apr 2019
- Mufg Union BankOct 2017 to Apr 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors, LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.Jun 2008 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5642975
- Firm CRD
- 19616