Edwin Christopher Ascencio
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 Bank, NAJan 2026 to now
- Wells Fargo Clearing Services, LLCJan 2026 to now
- LPL Financial LLCFeb 2025 to Jan 2026
- Redwood CuFeb 2025 to Jan 2026
- Bank of AmericaMay 2022 to Feb 2025
- CitibankFeb 2021 to May 2022
- JPMorgan Chase Bank, N.A.Jan 2020 to Feb 2021
- Superblock Fitness IncAug 2019 to Oct 2020
- Wells Fargo Bank, N.A.Feb 2019 to Dec 2019
- 24 Hr FitnessMar 2018 to Jun 2019
- LeapSep 2017 to Feb 2019
- Peets Coffee & TeaFeb 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7308505
- Firm CRD
- 19616