Best Investors Account Sign in

Jonathan Noriega

Edward Jones

San Carlos, CA

Wells Fargo Clearing Services, LLC

San Francisco, CA

San Francisco, CA

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-31
  • CA RA
    APPROVED
    Since 2026-08-31

Branch Locations

1001 Laurel Street Ste D, San Carlos, CA 94070 • United States

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-21
  • CA RA
    APPROVED
    Since 2023-02-21

Branch Locations

1726 Haight St, San Francisco, CA 94117 • United States

420 Montgomery St 7Th Fl [Nf*/Ng-Rbo], San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Advisors San Francisco CA 10/2018 02/2023
Bdo Usa Llp San Fransico CA 10/2016 01/2018
Pricewaterhousecoopers Llp Tampa FL 02/2015 09/2016
Wells Fargo Clearing Services, Llc San Francisco CA 02/2023 08/2026
Self-Employed San Francisco CA 01/2018 10/2018
Luxottica Tampa FL 01/2012 06/2018
Edward Jones St Louis MO 08/2026 Present
  • 10/2018 → 02/2023
    Morgan Stanley Advisors
    San Francisco, CA
  • 10/2016 → 01/2018
    Bdo Usa Llp
    San Fransico, CA
  • 02/2015 → 09/2016
    Pricewaterhousecoopers Llp
    Tampa, FL
  • 02/2023 → 08/2026
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
  • 01/2018 → 10/2018
    Self-Employed
    San Francisco, CA
  • 01/2012 → 06/2018
    Luxottica
    Tampa, FL
  • 08/2026 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-29
  • S66 Uniform Combined State Law Examination
    2018-12-29

View on SEC IAPD

Other Firms

MA PRIVATE WEALTH, LLC
OSAIC WEALTH, INC.
PROPEL VENTURE PARTNERS MANAGEMENT CO.
WELLS FARGO CLEARING SERVICES, LLC
HUSTLE FUND MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC

Other Investors

Mallory Nichole Davis
VIJAY C PATEL
MARTIN SCOTT MILLER
BRIAN CURTIS FERRIN
ERICA LYNN ARROYO
BASSEL FUAD MANSOUR
DANIEL LEDER
ADDIE CHAN

Other Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN CARLOS, CA
HUSTLE FUND MANAGEMENT, LLC · SAN CARLOS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN CARLOS, CA
CITIGROUP GLOBAL MARKETS INC. · San Carlos, CA

More in San Carlos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor