Martha
Jimenez-Sullivan

Wells Fargo Clearing Services, LLC

CRD#4573849
Investment Advisor
in San Diego, CA
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About this Advisor

Martha Jimenez-Sullivan is a financial advisor who lives in San Diego, California. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accrued a notable 37 years of professional experience in the financial advisory industry. Jimenez-Sullivan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Jimenez-Sullivan is able to operate based out of California. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC, Wells Fargo Bank and Wells Fargo Investments LLC. Wells Fargo Clearing Services, LLC is based out of San Diego, California, and operates out of 6,557 other brick-and-mortar locations in the nation. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

37 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

Martha Jimenez-Sullivan Work History

Martha has 37 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

1981 - Present (38 years)

Wells Fargo Bank

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2002 - 2011 (9 years)

Wells Fargo Investments LLC

Disclosures

Martha Jimenez-Sullivan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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