Jasmine Nicole Rodriguez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Wells Fargo Bank, NASep 2022 to now
- The Loose MooseJul 2022 to Oct 2022
- Squealers Smoke ShackJul 2021 to Jul 2022
- Buffalo Wild WingsAug 2020 to Jul 2021
- Squealers Smoke ShackMay 2020 to Aug 2020
- Sanford HealthMay 2019 to Aug 2019
- Olive GardenSep 2018 to May 2020
- The BuckleAug 2017 to Oct 2018
- Carolan RentalsMay 2017 to Aug 2017
- Minnesota State University MankatoAug 2016 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 (MN).
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
- 8242403
- Firm CRD
- 19616