Jesus Gutierrez Chavez

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

• 05/2020 → 12/2023
  Charles Schwab & Co., Inc.
  Carmel, CA
• 05/2020 → 12/2023
  Charles Schwab Bank Ssb
  Carmel, CA
• 03/2015 → 05/2018
  Kmart
  Taft, CA
• 01/2017 → 05/2017
  H Guizar Auto Transportation
  Taft, CA
• 05/2017 → 05/2020
  Wells Fargo Bank
  Watsonville, CA
• 06/2014 → 04/2017
  Burger King
  Taft, CA
• 01/2024 → 12/2024
  Fidelity Investments
  Monterey, CA
• 12/2024 → Present
  Wells Fargo Clearing Services, Llc
  San Jose, CA

Previous Registrations

• 2024-01-26 → 2024-12-11
  Fidelity Personal And Workplace Advisors
  Monterey, CA
• 2020-12-23 → 2023-12-26
  Charles Schwab & Co., Inc.
  Soquel, CA
  Carmel, CA
  Carmel, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-12-23

Other Names

• Chuy Gutierrez Chavez
• Jesus Gutierrez Chavez
• Jesus Gutierrez Chavez
• Jesus Gutierrezchavez
• Jesus Chavez