Jordan Schoenburg is a Series 66-licensed financial advisor with Wells Fargo Clearing in Los Angeles, CA, with three years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at UBS Financial Services from 2022 to 2024 and held a position with the United States House of Representatives in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Frederick Stoutland is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2019. His prior experience includes roles at Ernst & Young and Pepperdine University. He serves on the investment committee of the BMW Car Club of America. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Mitchell Pindus is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with unique offerings that include insurance-related vehicles and bank deposit sweep options.

Jeremy Booker is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Oaktree Capital Management, LP for 14 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Victor Calva is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2021 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Perez is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Hugo Anderson III is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo bank since 2004. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jeffrey Reichwald is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Justin Satinover is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Wells Fargo Securities, LLC from 2010 to 2018. Outside of his advisory role, he is involved in fitness instruction through a business he co-owns with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions based on an IPS-driven process grounded in modern portfolio theory. The firm includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and serves as an ERISA fiduciary when providing investment advice.