Christopher Jesse Alvarez

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

• 05/2019 → 08/2023
  Jpmorgan Chase Bank, N.A.
  Garland, TX
• 01/2015 → 05/2019
  Qualified Home Solutions Llc
  Garland, TX
• 05/2019 → 08/2023
  Jpmorgan Securities Llc
  Garland, TX
• 02/2025 → Present
  Wells Fargo Bank, Na
  Denton, TX
• 02/2025 → Present
  Wells Fargo Clearing Services, Llc
  Denton, TX
• 09/2023 → 02/2024
  Unemployed
  Sachse, TX
• 02/2024 → 02/2025
  Comerica Bank
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-08
• S63 Uniform Securities Agent State Law Examination
  2019-10-10

Other Names

• Chris Alvarez