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John B
Series 66
Santa Monica, CA
Wells Fargo Clearing
John Byers is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank, as well as experience in real estate and self-employment. Outside of advising, he owns a shoe dressing business based in Los Angeles. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while offering a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.
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