Charles Patrick Wanebo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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
  Grand Junction, CO
• 11/2016 → 08/2024
  Wells Fargo Clearing Services, Llc
  Grand Junction, CO
• 08/2024 → Present
  Raymond James Financial Services, Inc
  Grand Junction, CO
• 08/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Grand Junction, CO
• 08/2024 → Present
  Mt. Garfield Wealth Management Group, Llc
  Grand Junction, CO
• 08/2024 → Present
  Cpw Financial Advisor Llc
  Grand Junction, CO

Previous Registrations

• 2003-07-17 → 2024-08-12
  Wells Fargo Clearing Services, Llc
  Grand Junction, CO
  Grand Junction, CO

Other Businesses

(1)Name of Business: CPW Financial Advisor LLC Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC is my ownership vehicle for Mt. Garfield Wealth Management Group (2)Name of Business: Mt. Garfield Wealth Management Group Address: 760 Horizon Dr Ste 402, Grand Junction, CO, 81506-3966, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Contributing to running a financial practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-16
• S63 Uniform Securities Agent State Law Examination
  1994-12-22

Other Names

• Chuck Wanebo