Samuel Cordova

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

• 05/2010 → 09/2022
  Jp Morgan Chase Bank Na
  Whittier, CA
• 10/2012 → 09/2022
  J.P. Morgan Securities Llc
  Whittier, CA
• 02/2017 → 06/2018
  Jpmorgan Chase Bank, N.A.
  Santa Fe Springs, CA
• 06/2018 → 09/2022
  Jpmorgan Chase Bank
  Whitter, CA
• 09/2022 → Present
  Wells Fargo Clearing Services
  Irvine, CA

Previous Registrations

• 2017-01-04 → 2022-09-09
  J.P. Morgan Securities Llc
  Whittier, CA
  Whittier, CA
  La Habra, CA
  Whittier, CA
  Whittier, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-12-29
• S63 Uniform Securities Agent State Law Examination
  2010-07-02

Other Names

• Samuel Cordova