Jacob Rabin
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2023 to now
- UnemployedMay 2023 to Oct 2023
- Bank of America, N.A.Sep 2018 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to May 2023
- UnemployedApr 2018 to Aug 2018
- Carbahal and CompanyDec 2017 to Apr 2018
- Upwelling CapitalSep 2016 to Mar 2017
- Uc CalfreshDec 2015 to Jan 2017
- University of California, DavisOct 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 7005848
- Firm CRD
- 19616