Guy Milner

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

• 10/2012 → 10/2022
  J.P. Morgan Securities Llc
  San Diego, CA
• 10/2022 → Present
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Previous Registrations

• 2012-10-01 → 2022-10-08
  J.P. Morgan Securities Llc
  San Diego, CA
  San Diego, CA
• 2009-09-16 → 2012-10-01
  Chase Investment Services Corp.
  Vista, CA
  Escondido, CA
  Escondido, CA
  Escondido, CA
  San Diego, CA
  San Diego, CA
• 2005-07-28 → 2009-08-24
  Wells Fargo Investments, Llc
  San Jose, CA
  Los Gatos, CA
  Santa Clara, CA
  San Jose, CA
  Los Gatos, CA
  Los Gatos, CA
• 2004-11-01 → 2005-06-27
  Morgan Stanley Dw Inc.
  San Jose, CA

Other Businesses

RENTAL PROPERTY, INV RELATED, PLAYAS DE ROSARITO BAJA CA, 100% OWNERSHIP, START 4/1/2024, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, RENTAL. | RENTAL PROPERTY, INV RELATED, PLAYAS DE ROSARITO, MEXICO; 100% OWNERSHIP, START 8/18/2025, 4 HOURS PER MONTH, 0 HOURS DURING TRADING, RENTAL.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-29

Designations

• Certified Financial Planner