Jesus Alcantar
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Jesus Alcantar? 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 Clearing Services, LLCMay 2022 to now
- Wells Fargo BankMay 2022 to now
- UberApr 2022 to now
- Pfs Investments Inc.Nov 2021 to May 2022
- Primerica Financial ServicesAug 2021 to May 2022
- Wells Fargo Clearing Services LLCJan 2017 to Aug 2021
- Wells Fargo Bank NANov 2016 to Aug 2021
- Unemployed / Job SearchAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6633359
- Firm CRD
- 19616