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Morena Fatima Palacios

Wells Fargo Advisors Financial Network, LLC

San Jose, CA

CRD 4251906

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-19
CA RA APPROVED 2025-09-18
  • TX RA
    APPROVED_RES
    Since 2025-09-19
  • CA RA
    APPROVED
    Since 2025-09-18

Branch Locations

550 S. Winchester Blvd Suite 101, San Jose, CA 95128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc San Jose CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc San Jose CA 11/2016 09/2025
Wells Fargo Advisors Financial Network, Llc San Jose CA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-23
  • S66 Uniform Combined State Law Examination
    2002-08-23
Other Names
  • Morena I Palocios
  • Morena F Palacios
  • Morena Palacios

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
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