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John Hays duhalde

Investment adviser representative at Wells Fargo Advisors
12 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

12 years in the industry.

  1. Wells Fargo Clearing Services, LLCSep 2026 to now
  2. J.P. Morgan Securities LLCJul 2024 to Jul 2026
  3. JP Morgan Chase Bank NAJun 2023 to Aug 2023
  4. St. Katharine Drexel Catholic ChurchSep 2022 to Jul 2024
  5. UnemployedJul 2022 to Sep 2022
  6. JPMorgan Chase Bank NAJun 2022 to Jul 2022
  7. The Learning Place Llc/ Kumon North AmericaSep 2021 to Jun 2022
  8. UnemployedJun 2021 to Sep 2021
  9. Lucille's American CafeFeb 2021 to Jun 2021
  10. Wings At Weston/ Emunah CorporationNov 2019 to Feb 2021
  11. Sis Factory LLCMay 2019 to Oct 2019
  12. UnemployedJun 2014 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7962343
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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