Jessica Marie Tosti

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

• 01/2015 → 11/2016
  Wells Fargo Advisors
  Camarillo, CA
• 06/2012 → Present
  Wells Fargo Bank Na
  Camarillo, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Camarillo, CA

Other Businesses

J. TOSTI FARMS LLC, NOT INV RELATED, LOMPOC, CA, 100% OWNERSHIP, START 3/31/2018, 10 HOURS PER MONTH, ZERO DURING TRADING, CATTLE AND AGRICULTURE. RENTAL PROPERTY (1); INV. RELATED; LOMPOC, CA; 33% OWNERSHIP WITH SPOUSE; START DATE 10/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY (2); INV. RELATED; LOMPOC, CA; 33% OWNERSHIP WITH SPOUSE; START DATE 10/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY (3); INV. RELATED; LOMPOC, CA; 33% OWNERSHIP WITH SPOUSE; START DATE 10/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; LOMPOC, CA; 50% OWNERSHIP WITH SPOUSE; START DATE 10/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-26
• S63 Uniform Securities Agent State Law Examination
  2015-05-12

Other Names

• Jessica Marie Castro