Timmy Minh Nguyen

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

• 03/2020 → 01/2024
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 07/2020 → 01/2024
  J.P. Morgan Securities Llc
  San Diego, CA
• 10/2019 → 03/2020
  Palomar Specialty
  San Diego, CA
• 08/2019 → 10/2019
  Unemployed
  San Diego, CA
• 11/2018 → 06/2019
  Benitt Properties Llc
  San Diego, CA
• 08/2017 → 05/2019
  San Diego State University
  San Diego, CA
• 07/2019 → 08/2019
  Suna Solutions
  San Diego, CA
• 01/2018 → 10/2018
  Rescue Agency
  San Diego, CA
• 01/2018 → 01/2018
  Boutique Recruiting
  San Diego, CA
• 09/2017 → 12/2017
  Benitt Properties Llc
  San Diego, CA
• 09/2017 → 11/2017
  Shogun
  San Diego, CA
• 12/2016 → 08/2017
  Jc Resorts
  San Diego, CA
• 08/2014 → 05/2017
  San Diego Miramar College
  San Diego, CA
• 11/2016 → 12/2016
  Starbucks
  San Diego, CA
• 09/2016 → 09/2016
  Boiling Crab
  San Diego, CA
• 06/2016 → 09/2016
  Spark Finance Inc
  San Diego, CA
• 01/2024 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 03/2024 → 04/2025
  Bank Of America, N.A
  San Diego, CA
• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Previous Registrations

• 2024-02-14 → 2025-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 2020-12-11 → 2024-01-18
  J.P. Morgan Securities Llc
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-12-04

Other Names

• Timmy Nguyen
• Timmy M Nguyen
• Timmy Minh Nguyen