Julio Manuel Rivera
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Thornburg Investment ManagementJan 2025 to Jun 2026
- Thornburg Securities LLCJul 2022 to Dec 2024
- Family First LifeFeb 2021 to Jul 2022
- UnemployedFeb 2020 to Feb 2021
- Mercantile Wine BarJan 2020 to Feb 2020
- Cheddar's Scratch KitchenOct 2018 to Jan 2020
- UnemployedFeb 2018 to Sep 2018
- The Brew Coffee & Tea CafeSep 2017 to Jan 2018
- Chama River Brewing CompanyAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 7597031
- Firm CRD
- 19616