Juan Andres Sanchez rincon
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- Bank of America, N.A.Nov 2022 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Jun 2025
- Key BankSep 2021 to Jun 2022
- UnemployedJun 2021 to Sep 2021
- Bank of AmericaJun 2021 to Aug 2021
- Favorite Healthcare StaffingApr 2021 to Jun 2021
- Tap 42Oct 2020 to Mar 2021
- Favorite Healthcare StaffingJul 2020 to Aug 2020
- ChipotleJun 2020 to Jul 2020
- Grub Burger BarAug 2018 to Jul 2019
- Events By Executive CaterersAug 2016 to Jun 2020
- Cypress Bay High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7390540
- Firm CRD
- 19616