Rodolfo Amadeuz Estrada Rodriguez

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

• 07/2018 → 06/2020
  J.P. Morgan Securities Llc
  Plano, TX
• 07/2018 → 06/2020
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 10/2016 → 09/2017
  Wells Fargo
  Albuquerque, NM
• 07/2016 → 10/2016
  Unemployed
  Albuquerque, NM
• 09/2017 → 07/2018
  Wells Fargo
  Dallas, TX
• 07/2020 → Present
  Wells Fargo Clearing Services, Llc
  Santa Clara, CA
• 07/2020 → Present
  Wells Fargo Bank, Na
  Santa Clara, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-24
• S63 Uniform Securities Agent State Law Examination
  2018-11-26

Other Names

• Rodolfo A Estrada
• Rudy Estrada
• R Amadeuz Estrada
• Amadeuz Estrada
• Rodolfo Estrada Rodriguez
• Rodolfo A Estrada Rodriguez
• Rodolfo Amadeuz Estrada Rodriguez,