Alejandro Jesus Diez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2024 to now
- Bank of America, N.A.Sep 2022 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Sep 2024
- CitigroupJul 2021 to May 2022
- Massmutual Texas Gulf CoastDec 2020 to Sep 2021
- Cuellar and Associates LLCMay 2020 to Nov 2020
- AmazonMar 2020 to May 2020
- UnemployedDec 2019 to Feb 2020
- Bank of America, N.A.Jul 2018 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Nov 2019
- HebMay 2018 to Jun 2018
- Ams FinancialSep 2017 to May 2018
- Texas Family Health PlansFeb 2017 to Sep 2017
- UnemployedAug 2016 to Feb 2017
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
- 6962125
- Firm CRD
- 19616