Jessica Areli Santos
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.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Wells Fargo Bank, NADec 2023 to now
- StarbucksMar 2021 to Nov 2023
- Burkes OutletDec 2020 to Mar 2021
- El Torito GrillMay 2020 to Dec 2020
- Angelo State Computer Science DepartmentSep 2019 to May 2020
- Angelo State UniversityAug 2019 to Dec 2022
- Spring Creek BarbecueFeb 2018 to May 2020
- L.D. Bell High SchoolMay 2017 to May 2019
- SubwayAug 2016 to Dec 2016
- Comfort Middle/high SchoolAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 8182035
- Firm CRD
- 19616