Manuel Ohanes Ashekian

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 10/2020
  Bank Of America, N.A.
  Santa Monica, CA
• 09/2015 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Santa Monica, CA
• 10/2020 → 12/2022
  J.P. Morgan Securities, Llc
  Encino, CA
• 10/2020 → 12/2022
  J.P. Morgan Chase Bank, N.A.
  Encino, CA
• 01/2023 → 03/2025
  Charles Schwab & Co., Inc.
  Woodland Hills, CA
• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  Encino, CA

Previous Registrations

• 2023-01-10 → 2025-04-23
  Charles Schwab & Co., Inc.
  Woodland Hills, CA
• 2020-10-13 → 2022-12-20
  J.P. Morgan Securities Llc
  Canoga Park, CA
  Encino, CA
  Van Nuys, CA
• 2015-09-21 → 2020-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
  Santa Monica, CA
  Pacific Palisades, CA
  Los Angeles, CA
  Santa Monica, CA
  Los Angeles, CA
  Pacific Palisades, CA
  Los Angeles, CA
  Santa Monica, CA
  Los Angeles, CA
  Los Angeles, CA
• 2015-06-03 → 2015-09-03
  Wescom Financial Services
  Pasadena, CA
  Sherman Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-06-03
• S63 Uniform Securities Agent State Law Examination
  2010-05-20

Designations

• Certified Financial Planner

Other Names

• Manuel Ashekian
• Manuel Ohanes Ashekian
• Manuel O Ashekian