Flavio A Castillo

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 04/2022
  Wells Fargo Bank, Na
  San Diego, CA
• 09/2019 → 04/2022
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 12/2018 → 09/2019
  Vons
  Chula Vista, CA
• 04/2022 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2020-01-10 → 2022-05-03
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Chula Vista, CA

Other Businesses

Castle Endeavors, LLC Type of business: Cleaning Company Chula Vista, CA Start date: 2/3/2021 Owner Hours per week: 1 Hours during trading: 1 Desc: Coordinating times to schedule services with prospects and existing clients for their cleaning service, home or office. Sending invoices to collect payments. Most of the invoicing is scheduled on the weekends.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-10

Other Names

• Flavio Alejandro Castillo