Joas Adlai De La Paz

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

• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Willis, TX
• 11/2018 → Present
  Wells Fargo Bank, Na
  Willis, TX
• 05/2017 → 11/2018
  Jcpenney
  Dayton, OH
• 08/2013 → 05/2017
  Full Time Education
  Dayton, TX
• 03/2023 → Present
  Us Army Reserves
  Houston, TX

Other Businesses

US Army Reserves; Not Inv Related; Houston, TX; Communications Specialist for the 450th Chemical BN in Houston, TX; start date 03/31/2023; 16 hours per month; 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-28
• S63 Uniform Securities Agent State Law Examination
  2025-04-03

Other Names

• Joe De La Paz
• Joas Delapaz