Juan Carlos Rosario

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

• 12/2015 → 08/2021
  Jp Morgan Chase Bank
  Edgewater, NJ
• 12/2015 → 08/2021
  Jpmorgan Securities Llc
  Edgewater, NJ
• 06/2023 → 10/2024
  Jpmorgan Chase Bank, N.A.
  Wyckoff, NJ
• 09/2021 → 06/2023
  Jpmorgan Chase Bank, N.A.
  Wyckoff, NJ
• 09/2021 → 06/2023
  Jpmorgan Securities Llc
  Wyckoff, NJ
• 06/2023 → 10/2024
  Jpmorgan Securities Llc
  Wyckoff, NJ
• 11/2024 → Present
  Wells Fargo Clearing Services, Llc
  Fort Lee, NJ
• 11/2024 → Present
  Wells Fargo Bank, Na
  Fort Lee, NJ

Previous Registrations

• 2021-10-13 → 2024-11-10
  J.P. Morgan Securities Llc
  Edgewater, NJ
  Edgewater, NJ
  Jersey City, NJ
  Jersey City, NJ
  Union City, NJ
  Newark, NJ
  Newark, NJ
  Wyckoff, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-08-18
• S63 Uniform Securities Agent State Law Examination
  2011-10-18

Other Names

• Juan C Rosario
• Juan Rosario
• Juan Carlos Rosario
• Juan C. Rosario