Joselito Aquino
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2024 to now
- Bank of America, N.A.Jun 2023 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to Oct 2024
- UBS Financial Services IncDec 2022 to May 2023
- Bank of America, N.A.Feb 2019 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Dec 2022
- JPMorgan Securities LLCJun 2018 to Feb 2019
- JPMorgan Chase Bank N.A.Apr 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 6974576
- Firm CRD
- 19616