Skip to content

Jasreen K Sidhu

Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business

Are you Jasreen K Sidhu? Claim your profile

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.

  1. Wells Fargo Clearing Services, LLCAug 2026 to now
  2. Edward JonesSep 2025 to May 2026
  3. Morgan StanleySep 2024 to Jun 2025
  4. UnemployedApr 2024 to Aug 2024
  5. BMONov 2023 to Mar 2024
  6. UnemployedFeb 2023 to Oct 2023
  7. First Foundation BankOct 2022 to Jan 2023
  8. UBSMay 2022 to Oct 2022
  9. UnemployedJan 2018 to Apr 2022
  10. Questrade IncMar 2013 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7520976
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
CallContact this firm