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Jonathan Miguel Aguilar Bernstein

Wells Fargo Clearing Services, LLC

Columbia, MD

Columbia, MD

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Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-08-13
VA RA APPROVED 2026-01-27
  • MD RA
    APPROVED
    Since 2026-08-13
  • VA RA
    APPROVED
    Since 2026-01-27

Branch Locations

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States

10400 Little Patuxent Pkwy Ste G3, Columbia, MD 21044 • 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
Wells Fargo Clearing Services, Llc Chesapeake VA 11/2025 Present
Wells Fargo Bank, Na Chesapeake VA 12/2022 Present
Rocket Mortgage Detroit MI 02/2022 12/2022
Global Children's Center, Inc. Boyds MD 09/2017 02/2022
Zumiez Inc. Wheaton MD 05/2017 09/2017
Replay Sports, Llc Rockville MD 02/2016 05/2017
Richard Montgomery High School Rockville MD 09/2013 05/2017
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
S63 Uniform Securities Agent State Law Examination 2025-12-31
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27
  • S63 Uniform Securities Agent State Law Examination
    2025-12-31

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KEVIN MICHAEL LINK
CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI
YA MENG
EMELIA ADUTWUMWAA SARBENG
ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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