Jonathan Resabala
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- UnemployedApr 2025 to Sep 2025
- Morgan StanleyDec 2024 to Apr 2025
- Bank of America N.A.Sep 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Dec 2024
- Fidelity InvestmentsNov 2020 to Jul 2023
- AmazonJul 2020 to Jan 2021
- Progressive FinanceOct 2019 to Dec 2019
- Chg HealthcareApr 2019 to Nov 2020
- ComcastJun 2018 to Apr 2019
- 24 Hour Rooter ConnectionzFeb 2018 to Jun 2018
- ComcastFeb 2017 to Feb 2018
- Vivint IncApr 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7315788
- Firm CRD
- 19616