Diana Canales

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2014 → 04/2021
  Jp Morgan Securities Llc
  El Cajon, CA
• 09/2011 → 04/2021
  Jp Morgan Chase Bank
  El Cajon, CA
• 04/2021 → 09/2024
  Wells Fargo Clearing Services Llc
  El Cajon, CA
• 04/2021 → 09/2024
  Wells Fargo Bank Na
  El Cajon, CA
• 09/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-09-08 → 2024-09-11
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  El Cajon, CA
  La Mesa, CA

Other Businesses

1944 Collectibles LLC Type of business: online/retail sales chula vista, CA Start date: 4/3/2026 Manager Hours per week: 2 Hours during trading: 0 update website and ship and pack orders.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-08
• S63 Uniform Securities Agent State Law Examination
  2014-04-09

Other Names

• Diana C Canales
• Diana Ortiz
• Dee Canales
• Diana Canales
• Diana Christina Canales