Isabelle Napa Chang
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Tifa Chocolate & GelatoJun 2025 to now
- UclaSep 2024 to Jun 2025
- HyelJul 2024 to Aug 2024
- Zen FrenzOct 2023 to Jul 2024
- BobabobaJun 2022 to Aug 2023
- Presto PastaOct 2021 to Mar 2022
- Moorpark CollegeSep 2021 to May 2023
- UnemployedJun 2021 to Sep 2021
- Granada Hills Charter High SchoolAug 2017 to Jun 2021
- UnemployedJun 2017 to Aug 2017
- Holmes Middle SchoolAug 2014 to Jun 2017
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
- 8212129
- Firm CRD
- 19616