Juan Sebastian Osorio
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Bank of America, N.A.Jun 2024 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Jun 2026
- Edward JonesJan 2024 to Apr 2024
- Morgan StanleyJan 2023 to Nov 2023
- Merrill Lynch, Pierce, Fenner & SmithMar 2022 to Jan 2023
- Cardskicksnflips LLCOct 2021 to Dec 2023
- University of North FloridaAug 2017 to Jun 2020
- Painting Enterprises USA IncNov 2014 to Dec 2023
- Florida State College JacksonvilleSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7528731
- Firm CRD
- 19616