Jie Moon Chung
Investment adviser representative at Wells Fargo Advisors
16 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
16 years in the industry.
- Wells Fargo Bank, NANov 2023 to now
- Wells Fargo Clearing Services, LLCNov 2023 to now
- ComericaJul 2023 to Nov 2023
- J.P. Morgan Securities LLCJun 2022 to Apr 2023
- JPMorgan Chase Bank, N.A.Jun 2022 to Apr 2023
- Professional Advisors Group (equitable Advisors)Jan 2020 to Jun 2022
- UnemployedDec 2019 to Dec 2019
- FinraJun 2010 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7211906
- Firm CRD
- 19616