Shantea Mansour
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, LLCJul 2026 to now
- J.P. Morgan Securities LLC��������Jan 2021 to Jul 2026
- JPMorgan Chase Bank (il)Jan 2021 to Jul 2026
- Arlington ToyotaAug 2020 to Dec 2020
- UnemployedJul 2019 to Jul 2020
- Northwestern Mutual Investment Services, LLCApr 2019 to Jun 2019
- Dsm Auto TransportMay 2018 to Aug 2018
- Northwestern MutualJan 2018 to May 2019
- UnemployedJan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7095296
- Firm CRD
- 19616