Jake Merenda
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Not EmployedAug 2025 to Dec 2025
- Oracle NetsuiteJan 2024 to Aug 2025
- Not EmployedOct 2023 to Dec 2023
- Addison GroupMay 2023 to Oct 2023
- AlacrinetAug 2021 to Apr 2023
- Pebble Beach CompanyMay 2021 to Aug 2021
- Full Time StudentJan 2020 to May 2021
- Not EmployedJun 2019 to Dec 2019
- Snap TacoJan 2019 to May 2019
- Full Time StudentAug 2018 to Dec 2018
- MisioneroMay 2018 to Aug 2018
- Full Time StudentAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8210232
- Firm CRD
- 19616