San Diego, CA Executive Drive Office
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Wells Fargo Advisors
Institution
Firm-wide stats for Wells Fargo Advisors
About
Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on Wells Fargo Advisors
Expertise
Based on Wells Fargo Advisors
Location
4655 Executive Drive
San Diego CA 92121
Advisors at this office
3
Advisors at this office
Jaclyn S
Series 66
San Diego, CA
Wells Fargo Advisors
Jaclyn Smith is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and has a background that includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and law firms Procopio, Cory, Hargreaves & Savitch LLP and Hopkins & Carley. Smith also maintains a California law license and a real estate license, primarily for continuing education purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning, including specialized services for business-owner transition, sports and entertainment, special needs, and divorce planning, using proprietary research and tools to develop tailored recommendations.
Maribel M
Series 63, Series 66
San Diego, CA
Wells Fargo Advisors
Maribel Mendoza Frank is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and niche planning areas, using its proprietary research and tools to develop tailored recommendations.
Todd S
Series 66
San Diego, CA
Wells Fargo Advisors
Todd Schneider is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Goodwin Brown Gross & Lovelace LLP. Outside of his advisory role, he serves as co-trustee for a friend's multiple trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations covering a broad range of financial planning needs.
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