Katherine Joseny Hernandez montesflores
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 Bank, NAApr 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to now
- J.P. Morgan Securities LLCSep 2023 to Apr 2026
- JPMorgan Chase Bank, N.A.Sep 2023 to Apr 2026
- Wells Fargo Bank, N.A.Feb 2015 to Aug 2023
- Wells Fargo Clearing Services, LLCFeb 2015 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7583634
- Firm CRD
- 19616