John Bacich

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Rolling Hills Estates, CA
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Rolling Hills Estates, CA
• 07/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Rolling Hills Estates, CA

Previous Registrations

• 2006-05-26 → 2019-07-05
  Wells Fargo Clearing Services, Llc
  Rolling Hills Estates, CA
• 1997-07-08 → 2006-06-08
  Citigroup Global Markets Inc.
  Torrance, CA
  Torrance, CA

Other Businesses

PENINSULA GROUP INC, INVT RELATED, ROLLING HILLS ESTATES, CA, 100% OWNERSHIP, START DATE 3/11/2020, 9 HRS PER MONTH, LESS THAN 30 MINUTES DURING TRADING, FINET PRACTICE.; TRUSTEE FOR AUNT, INV RELATED, PALOS VERDES ESTATES, CA, START: 5/5/2011, 1 HR/MONTH, 1 HR DURING TRADING.; TRUSTEE FOR PENINSULA GROUP, INC DBP, INV RELATED, ROLLING HILLS ES, CA, START: 11/20/2020, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE DBP.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-17
• S63 Uniform Securities Agent State Law Examination
  1992-12-04

Other Names

• John Donald Bacich