Edwin Christopher Ascencio

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

• 01/2020 → 02/2021
  Jpmorgan Chase Bank, N.A.
  Corte Madera, CA
• 02/2019 → 12/2019
  Wells Fargo Bank, N.A.
  Kentfield, CA
• 09/2017 → 02/2019
  Leap
  San Rafael, CA
• 02/2016 → 09/2017
  Peets Coffee & Tea
  Kentfield, CA
• 03/2018 → 06/2019
  24 Hr Fitness
  Larkspur, CA
• 08/2019 → 10/2020
  Superblock Fitness Inc
  Corte Madera, CA
• 05/2022 → 02/2025
  Bank Of America
  San Rafael, CA
• 02/2021 → 05/2022
  Citibank
  San Rafael, CA
• 02/2025 → 01/2026
  Redwood Cu
  Napa, CA
• 02/2025 → 01/2026
  Lpl Financial Llc
  Napa, CA
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  San Anselmo, CA
• 01/2026 → Present
  Wells Fargo Bank, Na
  San Anselmo, CA

Previous Registrations

• 2025-04-21 → 2026-01-16
  Lpl Financial Llc
  Napa, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-07-22

Other Names

• Chris Ascencio
• Edwin Christopher Ascencio
• Edwin Ascencio