Joseph Daniel Sanchez

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

• 06/2016 → 07/2023
  First Republic Bank
  El Paseo, CA
• 07/2023 → 07/2024
  Jpmorgan Chase Bank Na
  El Paseo, CA
• 07/2024 → 11/2024
  Unemployed
  Indio, CA
• 11/2024 → 02/2025
  Keystone Private Wealth, Llc
  El Paseo, CA
• 06/2026 → Present
  Wells Fargo Clearing Services, Llc
  Boulder, CO
• 06/2026 → Present
  Wells Fargo Bank, Na
  Boulder, CO
• 08/2025 → 12/2025
  State Farm
  Rancho Mirage, CA
• 12/2025 → 06/2026
  Us Bank
  Palm Desert, CA
• 02/2025 → 08/2025
  Unemployed
  Indio, CA

Previous Registrations

• 2024-11-07 → 2025-10-02
  Keystone Private Wealth
  Palm Desert, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-16
• S65 Uniform Investment Adviser Law Examination
  2024-10-01

Other Names

• Joseph D Sanchez