Glenn Hamburger

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

• 12/2014 → 04/2018
  Bancwest Investment Services
  Newport Beach, CA
• 12/2014 → 04/2018
  Bank Of The West
  Newport Beach, CA
• 04/2018 → 02/2020
  Banc Of California
  Santa Ana, CA
• 03/2020 → 10/2020
  Self-Employed
  Irvine, CA
• 11/2020 → 12/2021
  Gen X Wealth Advisors, Llc
  Irvine, CA
• 08/2021 → 03/2025
  Jpmorgan Chase Bank Na
  Irvine, CA
• 08/2021 → 03/2025
  Jpmorgan Securities Llc
  Irvine, CA
• 03/2025 → Present
  Wells Fargo Clearing Services
  Irvine, CA
• 03/2025 → Present
  Wells Fargo Bank
  Irvine, CA

Previous Registrations

• 2021-09-20 → 2025-03-10
  J.P. Morgan Securities Llc
  Irvine, CA
  Irvine, CA
• 2021-01-11 → 2021-12-10
  Gen X Wealth Advisors
  Irvine, CA
• 2015-06-29 → 2018-03-30
  Bancwest Investment Services, Inc.
  Henderson, NV
  Las Vegas, NV
  Newport Beach, CA

Other Businesses

Entity Name: UC Irvine Paul Merage School of Business Center for Investment and Wealth Management Investment related: No "Address: 4293 Pereira Drive, Suite 3402. Irvine, CA 92697 merage.uci.edu" Nature of the other business: Educational Services Position/Title/Relationship: Board Member Start Date: 12/01/2015 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Advisory Board member Entity Name: 3 Out of State SFR Rental Properties Investment related: N "Address: Indianapolis, Indiana, Chicago, Il 60617 , Chicago Il 60617" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Landlord. Start Date: 07/30/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner/Landlord. I use professional Property Management Companies for all 3. Glenn Hamburger is an Advisory Board member for the nonprofit UCI Irvine Center for Investment & Wealth Management. This activity accounts for less than 10% of his time during trading hours. WEST IRVINE HOME OWNERS ASSOCIATION ; NOT INV RELATED; LAKE FOREST, CA; HOA; BOARD MEMBER; START DATE: 07/01/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2021-11-30

Designations

• Certified Financial Planner

Other Names

• Glenn Andrew Hamburger