Jonathan
Luevanos

Wells Fargo Clearing Services, LLC

CRD#5002223
Investment Advisor
in San Diego, CA
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About this Advisor

Jonathan Luevanos is a certified financial planner based out of San Diego, California, who has been in the financial industry for 11 years. Luevanos works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Luevanos maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in San Diego, California. The company has offices in 6,557 locations and a total of 26,409 advisors. It controls $473 billion in total assets among its 1,432,715 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth individuals who have at least $1 million in assets. The business has 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. Financial advisory fee schedules vary depending on the services. Fees charged by Wells Fargo Clearing Services, LLC can include 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

12531 High Bluff Dr Ste 400
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

Jonathan Luevanos Work History

Jonathan has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities LLC

Disclosures

Jonathan Luevanos has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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