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Chantell Ballesteros Amezcua

Wells Fargo Clearing Services, LLC

San Diego, CA

Chula Vista, CA

CRD 4841133

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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:

Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-08
CA RA APPROVED 2010-11-15
  • TX RA
    APPROVED
    Since 2026-04-08
  • CA RA
    APPROVED
    Since 2010-11-15

Branch Locations

4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States

2265 Otay Lakes Rd, Chula Vista, CA 91915 • 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 Bank, N.A. San Diego CA 02/1998 Present
Wells Fargo Advisors Llc San Diego CA 11/2010 11/2016
Wells Fargo Clearing Services, Llc San Diego CA 11/2016 Present
  • 02/1998 → Present
    Wells Fargo Bank, N.A.
    San Diego, CA
  • 11/2010 → 11/2016
    Wells Fargo Advisors Llc
    San Diego, CA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    San Diego, CA
Previous Registrations
  • 2006-05-22 → 2010-11-16
    Wells Fargo Investments, Llc
    Bonita, CA
    San Diego, CA
    Bonita, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-19
  • S66 Uniform Combined State Law Examination
    2006-05-19
Other Names
  • Chantell Ballesteros
  • Chantell Ballesteros Amezcua

View on SEC IAPD

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