Philip Jefferson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ralph Hughes is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His career includes prior roles at Ally Invest Securities, Ally Invest Advisors, TD Ameritrade, and LPL Financial. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Jose Granados Perez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Wells Fargo Clearing since 2020 and has been with Wells Fargo Bank since 2017. Prior to his financial services career, he spent two years at Bob Young Appliances. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of advisory and brokerage solutions, leveraging research from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Stephanie Rodriguez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has previous experience working at Wells Fargo Bank, N.A. since 2018 and MDI from 2016 to 2018. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.