Chris
Blentzas

Wells Fargo Clearing Services, LLC

CRD#5353785
Investment Advisor
in San Diego, CA
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About this Advisor

Chris Blentzas is a certified financial planner working out of San Diego, California, with 11 years of professional experience. Blentzas is an advisor for Wells Fargo Clearing Services, LLC. During their career, Blentzas has held roles at Wells Fargo Clearing Services, LLC, Edward Jones, Chase Investment Services Corp and J.P. Morgan Securities LLC. Blentzas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Wells Fargo Clearing Services, LLC is an advisory company based out of San Diego, California. The company has offices in 6,557 locations and a total of 26,409 people on staff. It manages $473 billion in total assets among its 1,432,715 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth investors who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually depend on which service is offered. Fees billed by Wells Fargo Clearing Services, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4649 Carmel Mountain Rd
San Diego, CA 92130

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CA Average: $11,469,110,461
Total Number of Employees

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Chris Blentzas Work History

Chris has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2012 - 2017 (5 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2007 - 2010 (3 years)

Edward Jones

Disclosures

Chris Blentzas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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