Fatemeh Ashouri

Employer firm

Monarch Wealth Strategies CRD 136029

$463M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2025 → 03/2026
  Wells Fargo Clearing Services, Llc
  Thousand Oaks, CA
• 09/2024 → 03/2026
  Wells Fargo Bank, Na
  Thousand Oaks, CA
• 06/2024 → 09/2024
  Unemployed
  Na, CA
• 10/2023 → 06/2024
  Mary And Robb's Restaurant
  Los Angeles, CA
• 06/2023 → 10/2023
  Unemployed
  Na, CA
• 03/2023 → 06/2023
  Ucla Extension
  Los Angeles, CA
• 11/2022 → 03/2023
  California Lutheran University
  Thousand Oaks, CA
• 09/2022 → 11/2022
  Not Employed
  Tehran
• 05/2021 → 09/2022
  Raha Darman
  Tehran
• 07/2021 → 06/2022
  Noafarin Fund
  Tehran
• 07/2020 → 03/2021
  Techno Tejarat Innovation Center - Tiwin
  Tehran
• 09/2020 → 04/2021
  Amir Kabir University Of Technology
  Tehran
• 09/2018 → 09/2020
  Amirkabir University Of Technology
  Tehran
• 02/2017 → 09/2020
  Mammut
  Tehran
• 02/2013 → 02/2017
  Sharif University Of Technology
  Tehran
• 04/2026 → Present
  Monarch Wealth Strategies
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-27
• S63 Uniform Securities Agent State Law Examination
  2025-06-27

Other Names

• Naz Ashouri