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Jhany Donicza Alvarado

Wells Fargo Advisors Financial Network, LLC

Melbourne, FL

CRD 7171264

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-29
TX RA APPROVED 2024-10-28
  • FL RA
    APPROVED
    Since 2024-10-29
  • TX RA
    APPROVED
    Since 2024-10-28

Branch Locations

5700 North Highway Us1 Ste 200, Melbourne, FL 32940 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 12/2017 10/2024
Bank Of America, N.A. Rockledge FL 12/2017 10/2024
Target 8455 North Wickham Rd FL 06/2015 12/2017
Wells Fargo Advisors Financial Network, Llc Melbourne FL 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-30
  • S66 Uniform Combined State Law Examination
    2019-11-30
Designations
  • Certified Financial Planner
Other Names
  • Jhany Donicza Alvarado Milla
  • Jhany Donicza Torres
  • Jhany Alvarado

View on SEC IAPD

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