Andrew Jun
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2025 to now
- UnemployedNov 2024 to Mar 2025
- TruistJul 2023 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 to Jul 2023
- Bank of America, N.A.Feb 2018 to Jul 2022
- Nylife Securities LLCJul 2015 to Mar 2018
- New York Life Insurance CoApr 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6325447
- Firm CRD
- 19616