Jorge Cisneros rodriguez
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
3 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, LLCMar 2026 to now
- Self-employedSep 2021 to Jan 2026
- The Vanguard Group, Inc.Jul 2021 to Mar 2026
- Vanguard Marketing CorporationJul 2021 to Mar 2026
- Citizens Securities Inc.Apr 2021 to Jul 2021
- Wells Fargo Clearing Services, LLCOct 2018 to Apr 2021
- Wells Fargo Bank, NAMay 2017 to Mar 2021
- Bianco Boutique HotelNov 2016 to May 2017
- Florida National UniversityOct 2016 to Jan 2018
- PrimericaJul 2016 to May 2017
- Palm Beach County School DistrictMay 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, 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
- 7027720
- Firm CRD
- 19616