Nattalie Villarreal
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2026 to now
- J.P. Morgan Securities LLCJun 2022 to Feb 2026
- JPMorgan Chase Bank, N.AJun 2022 to Feb 2026
- J.P. Morgan Securities LLCJun 2019 to May 2022
- U.S. Bancorp Investments, Inc.Sep 2018 to Jun 2019
- US BankJul 2018 to Jun 2019
- UnemployedMay 2018 to Jun 2018
- Wells Fargo Clearing Services, LLCJul 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2022
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
- 6373378
- Firm CRD
- 19616