Gina Jessee Cereda

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Newport Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA

Previous Registrations

• 2007-04-02 → 2009-02-13
  Morgan Stanley & Co. Llc
  Newport Beach, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Newport Beach, CA
  Newport Bch, CA

Other Businesses

POWER OF ATTORNEY FOR SISTER, INV RELATED, NEWPORT, BEACH, CA, START: 3/2013, 0 HRS/MONTH, 0 HRS DURING TRADING.; PERSONAL REPRESENTATIVE FOR SISTER, INV RELATED, NEWPORT BEACH, CA, START: 09/24/2013, 0 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR SISTER'S TRUST, INV RELATED, NEWPORT BEACH, CA, START: 10/18/2019, 5 HRS/MONTH, 0 HRS DURING TRADING. RJ BEACH HOUSE, LLC, INVT RELATED, NEWPORT BEACH, CA, 34% OWNERSHIP, START DATE 2/27/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, MANAGING DIRECTOR. RENTAL PROPERTY, INV RELATED, NEWPORT BEACH, CA, 34% OWNERSHIP, START 10/1/24, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-12
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Other Names

• Gina Jessee Barron
• Gina Jesse Cereda
• Gina Jessee Cereda