Jimmy G Tariga

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

• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Vallejo, CA
• 11/2004 → Present
  Wells Fargo Bank, Na
  Benicia, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Benicia, CA

Other Businesses

RENTAL PROPERTY; INV. RELATED; VALLEJO, CA; OWNER; START DATE 06/08/2008; 6 HRS PER MONTH; DUTIES: LANDLORD. RENTAL PROPERTY (3); INV. RELATED; VALLEJO, CA; OWNER; START DATE 10/1/2009; 6 HRS PER MONTH; DUTIES: LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2016-03-07

Other Names

• Jimmy Tariga
• Jimmy G Tariga
• Jimmy G Tariga
• Jimmy G Tariga
• Jimmy Guillem Tariga