Jonathan Miguel Aguilar Bernstein

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

• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  Chesapeake, VA
• 12/2022 → Present
  Wells Fargo Bank, Na
  Chesapeake, VA
• 02/2022 → 12/2022
  Rocket Mortgage
  Detroit, MI
• 09/2017 → 02/2022
  Global Children's Center, Inc.
  Boyds, MD
• 05/2017 → 09/2017
  Zumiez Inc.
  Wheaton, MD
• 02/2016 → 05/2017
  Replay Sports, Llc
  Rockville, MD
• 09/2013 → 05/2017
  Richard Montgomery High School
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27
• S63 Uniform Securities Agent State Law Examination
  2025-12-31