San Diego, CA Evening Creek Dr N Office

Team
Updated today
Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Firm-wide stats for Wells Fargo Clearing

Total advisors

14,119

Across 1,525 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on Wells Fargo Clearing

Occupation focus

Retired Founder/Business Owner

Based on Wells Fargo Clearing

Location

13520 Evening Creek Dr N, Ste 500

San Diego CA 92128

Advisors at this office

15

Advisors at this office

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Edward S

Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

Edward Signaigo III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes 15 years at Merrill and four years at Morgan Stanley. He is based in San Diego, CA. 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 combines brokerage and advisory solutions, managing roughly $671 billion in assets through a network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Elizabeth S

Series 66

San Diego, CA

Wells Fargo Clearing

Elizabeth Sanchez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has prior experience with Morgan Stanley, Morgan Stanley Private Bank, Merrill, Invest Financial Corporation, and Banc of America Investment Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Danielle A

Series 63, Series 66

San Diego, CA

Wells Fargo Clearing

Danielle Andrew is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she works as a bartender at Reds Whites Brews in Ramona, CA. 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 provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Toby F

Series 66

San Diego, CA

Wells Fargo Clearing

Toby Ferner is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at UBS Financial Services and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets and employing over 14,000 advisors.

Retired Founder/Business Owner
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Christopher J

Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

Christopher Jette is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he has a part ownership interest in a rental property in Escondido, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Jessica C

Series 66

San Diego, CA

Wells Fargo Clearing

Jessica Cuevas is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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Blake F

CFP®, Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

Blake Foster is a CFP®-certified financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Foster is based in San Diego, CA. 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 and analytics.

Retired Founder/Business Owner
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Kevin C

Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

Kevin Choi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Shareholders Service Group. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Michael M

Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

Michael Muehl is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Retired Founder/Business Owner
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Juleane S

Series 66

San Diego, CA

Wells Fargo Clearing

Juleane Spittler is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services Inc. Outside of her advisory role, she is involved in family agricultural ventures through membership in farmland rental LLCs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services that include diverse financial products such as group annuity contracts and bank deposit sweep options.

Retired Founder/Business Owner
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David L

Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

David Lu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley & Co Inc for 10 years before joining Wells Fargo Clearing in 2019. 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 services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
user avatar

Douglas P

Series 63, Series 65

San Diego, CA

Wells Fargo Clearing

Douglas Peart is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Prudential Equity Group, LLC for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm provides a range of brokerage and advisory solutions and employs research-driven investment evaluation methods.

Retired Founder/Business Owner
user avatar

Ryan L

Series 66

San Diego, CA

Wells Fargo Clearing

Ryan Locanto is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services from 2000 to 2005 before joining Wells Fargo Clearing in 2016. 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 both brokerage and advisory solutions.

Retired Founder/Business Owner

Jasreen S

Series 66

San Diego, CA

Wells Fargo Clearing

Jasreen Sidhu is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at Edward Jones, Morgan Stanley, BMO, First Foundation Bank, UBS, and Questrade Inc. Sidhu is also listed as CEO of a photography and videography business, Divine Mantra LA LLC, though it is currently not operating. 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 through over 14,000 advisors and offers a broad range of brokerage and advisory solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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William B

Series 63

San Diego, CA

Wells Fargo Clearing

William Bitsimis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 42 years of industry experience. He has been with Wells Fargo Advisors LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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