Julen Ormaza
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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, LLCSep 2024 to now
- StudentDec 2023 to Aug 2024
- Fidelity InvestmentsJun 2021 to Dec 2023
- Pro Football FocusJun 2020 to Dec 2020
- Alight SolutionsJun 2019 to Aug 2019
- University of South CarolinaAug 2017 to May 2021
- Duette Gifts and PaperJun 2016 to Jun 2017
- The Woodlands High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7402583
- Firm CRD
- 19616