Jonathan David Cortes
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 Clearing Services, LLCMay 2025 to now
- Wells Fargo BankAug 2024 to Apr 2025
- UnemployedOct 2023 to Jul 2024
- Charles Schwab & Co., IncMay 2020 to Sep 2023
- Charles Schwab Bank SsbMay 2020 to Sep 2023
- AXA Advisors, LLCOct 2019 to May 2020
- Sonora BakerySep 2019 to Oct 2019
- UnemployedJul 2019 to Aug 2019
- Merrill LynchJun 2019 to Jun 2019
- StarbucksFeb 2019 to May 2019
- Northwestern MutualNov 2018 to Jun 2019
- StarbucksJun 2018 to Dec 2018
- Baron HrMay 2017 to Aug 2018
- Saint Mary's College - Joseph Alioto Recreational CenterAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7048114
- Firm CRD
- 19616