Wayne Kenji Mizuno
Investment adviser representative at Wells Fargo Advisors
18 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
18 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Wells Fargo Bank, NANov 2025 to now
- J.P. Morgan Securities LLCNov 2024 to Aug 2025
- JPMorgan Chase Bank, N.A.Nov 2024 to Aug 2025
- InstacartJun 2021 to Mar 2025
- Wells Fargo Clearing Services, LLCSep 2016 to Nov 2024
- Wells Fargo Bank, N.A.Oct 2008 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
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
- 6708898
- Firm CRD
- 19616