Jeremy
Garduno

Wells Fargo Clearing Services, LLC

CRD#4692885
Investment Advisor
in San Diego, CA
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About this Advisor

Jeremy Garduno is a certified financial planner who works out of San Diego, California, with 11 years of financial industry experience. Garduno is currently employed by Wells Fargo Clearing Services, LLC. Over the course of their career, Garduno has held roles at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Garduno holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Wells Fargo Clearing Services, LLC is a registered investment business operating out of San Diego, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in total assets between its 1,432,715 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth individuals who have more than $1 million in assets. Wells Fargo Clearing Services, LLC offers a diverse set of services, such as 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. Financial management fee schedules usually are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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

4655 Executive Dr Ste 1000 [Sc/Sj-Rbo]
San Diego, CA 92121

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

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

Jeremy Garduno Work History

Jeremy has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2007 - 2017 (10 years)

Citigroup Global Markets Inc

Disclosures

Jeremy Garduno has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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