Brandon Vargas
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NAJun 2022 to now
- Wells Fargo Clearing Services, LLCJun 2022 to now
- Chase BankFeb 2021 to Apr 2022
- UnemployedJan 2021 to Feb 2021
- San Jose State UniversitySep 2019 to Dec 2020
- NordstromJun 2019 to Aug 2019
- San Jose State UniversitySep 2018 to May 2019
- Lucky's MarketJun 2018 to Aug 2018
- San Francisco Public Utilities CommissionJun 2018 to Aug 2018
- San Jose State UniversityAug 2017 to May 2018
- Department of Public WorksJun 2017 to Aug 2017
- San Jose State UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7589058
- Firm CRD
- 19616