Santa Fe, NM Saint Michaels Dr Office
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Wells Fargo Clearing
Institution
Firm-wide stats for Wells Fargo Clearing
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
Location
770 Saint Michaels Dr
Santa Fe NM 87505
Advisors at this office
2
Advisors at this office
Jason H
Series 63, Series 66
Santa Fe, NM
Wells Fargo Clearing
Jason Harsh is a financial advisor affiliated with Merrill Lynch Wealth Management. As a Certified Private Wealth Advisor® professional, he works with families and business owners to align their values and goals with purpose. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, tax minimization, and retirement income. Jason's dedication to financial planning began early in his career as a banker, inspired by helping a woman with schizophrenia regain stability through financial oversight. This experience motivated him to provide profound financial advice centered on his clients' needs. He approaches his practice by collaborating compassionately and honestly with clients to plan for retirement and legacy in alignment with their values. He holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). Jason earned a High School Diploma from Mayfield High School. His community involvement includes participation with Casa Solano Pool, Junior Achievement, and Toast Masters. Outside of his professional life, he enjoys camping, hiking, music, rock climbing, singing, spending time with family, traveling, watching movies, and yoga.
Reynaldo V
Series 63, Series 66
Santa Fe, NM
Wells Fargo Clearing
Reynaldo Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience in the financial services industry, focusing on providing comprehensive wealth management strategies to corporate, institutional, and individual clients. His approach emphasizes personalized financial planning designed to help clients pursue their long-term goals. Reynaldo has earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Science degree from Indiana University and a Master’s degree from the University of North Carolina. His background includes prior experience as a management consultant and financial analyst, which supports his comprehensive approach to wealth management. Reynaldo is supported by a team of specialists and industry research to develop innovative strategies tailored to each client’s financial life.
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