Daniel A Onsurez

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

• 05/2018 → 02/2022
  J.P. Morgan Securities Llc
  Bakersfield, CA
• 10/2011 → 02/2018
  United States Marine Corps
  Seal Beach, CA
• 07/2017 → 04/2018
  Gnc (General Nutrition Centers)
  Bakersfield, CA
• 08/2016 → 03/2018
  Federated Student Loan Advisors
  Bakersfield, CA
• 05/2018 → 02/2022
  Jp Morgan Chase Bank, N.A.
  Bakersfield, CA
• 05/2022 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bakersfield, CA
• 05/2022 → 11/2025
  Bank Of America N.A
  Bakersfield, CA
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  Fresno, CA

Previous Registrations

• 2022-12-09 → 2025-11-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bakersfield, CA
  New York, NY
  Bakersfield, CA
  Bakersfield, CA
  Bakersfield, CA
  Santa Clarita, CA
  Bakersfield, CA
  Bakersfield, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-05
• S63 Uniform Securities Agent State Law Examination
  2018-06-29

Other Names

• Daniel A Onsurez
• Daniel Onsurez
• Daniel Andrew Onsurez