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Feby Saad beshara Mekhael

Investment adviser representative at Wells Fargo Advisors
15 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

15 years in the industry.

  1. Wells Fargo Clearing Services, LLCNov 2025 to now
  2. Wells Fargo Bank, NANov 2025 to now
  3. J.P. Morgan Securities LLCAug 2024 to Nov 2025
  4. JPMorgan Chase Bank, N.A.Aug 2024 to Nov 2025
  5. Wells FargoApr 2024 to Aug 2024
  6. John Marshall BankDec 2022 to Mar 2024
  7. PNC BankNov 2017 to Dec 2022
  8. Care With LoveOct 2017 to Oct 2017
  9. UnemployedFeb 2017 to Sep 2017
  10. Jhmr One Group LLCDec 2011 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
7973239
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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