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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.

  1. Wells Fargo Clearing Services, LLCJan 2026 to now
  2. Tifa Chocolate & GelatoJun 2025 to now
  3. UclaSep 2024 to Jun 2025
  4. HyelJul 2024 to Aug 2024
  5. Zen FrenzOct 2023 to Jul 2024
  6. BobabobaJun 2022 to Aug 2023
  7. Presto PastaOct 2021 to Mar 2022
  8. Moorpark CollegeSep 2021 to May 2023
  9. UnemployedJun 2021 to Sep 2021
  10. Granada Hills Charter High SchoolAug 2017 to Jun 2021
  11. UnemployedJun 2017 to Aug 2017
  12. 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
Advisor's SEC record (opens in a new tab)
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