Jonathan carlo De guzman Gosioco
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Bank, NAMar 2026 to now
- Wells Fargo Clearing Services, LLCMar 2026 to now
- UnemployedApr 2025 to Mar 2026
- J.P. Morgan Securities LLCJul 2023 to Apr 2025
- JPMorgan Chase Bank, N.A.Jul 2023 to Apr 2025
- UnemployedNov 2022 to Jun 2023
- Equitable Advisors, LLCMay 2021 to Oct 2022
- Equitable Financial Life Insurance Co.May 2021 to Oct 2022
- UnemployedSep 2020 to Apr 2021
- Capstone PartnersOct 2019 to Aug 2020
- UnemployedJan 2019 to Sep 2019
- Northwestern Mutual Life Insurance CompanyApr 2018 to Dec 2018
- Northwestern Mutual Investment Services LLCApr 2018 to Nov 2018
- Mens WearhouseFeb 2018 to Apr 2018
- UnemployedNov 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 6940580
- Firm CRD
- 19616