Juliana Ferreira lemos kriske
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2025 to now
- J.P Morgan Securities LLCMay 2022 to Aug 2025
- JPMorgan Chase Bank, N.A.May 2022 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to May 2022
- Bank of America N.A.Aug 2021 to Apr 2022
- Truist BankFeb 2017 to Jul 2021
- UnemployedNov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7447204
- Firm CRD
- 19616