Marjan Hossein tehrani
Investment adviser representative at Wells Fargo Advisors
8 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
8 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2024 to now
- Wells Fargo Bank, NAAug 2024 to now
- J.P. Morgan Securities LLCApr 2024 to Jun 2024
- JPMorgan Chase Bank, N.A.Nov 2022 to Apr 2024
- Bank of AmericaMar 2019 to Oct 2022
- Wells Fargo BankJul 2018 to Mar 2019
- UnemployedJun 2018 to Jul 2018
- Fachoy LLC Tarzana 5 PropertiesFeb 2017 to May 2018
- UnemployedFeb 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7664295
- Firm CRD
- 19616