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Justin Chiang

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.

  1. Wells Fargo Clearing Services, LLCJan 2025 to now
  2. RandstadJun 2023 to Dec 2024
  3. NoneJun 2022 to Jun 2023
  4. University of MichiganAug 2018 to May 2022
  5. The King's AcademyApr 2015 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024

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
7776074
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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