Samuel N. Djannie

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

• 10/2013 → 11/2016
  Wells Fargo Advisors Llc
  Ontario, CA
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Ontario, CA
• 07/2017 → 06/2025
  Jp Morgan Securities Llc
  Irvine, CA
• 06/2025 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2017-07-17 → 2025-06-29
  J.P. Morgan Securities Llc
  Lake Forest, CA
  Irvine, CA
  Laguna Hills, CA
  Laguna Hills, CA
  Laguna Hills, CA
  Laguna Hills, CA
  Ladera Ranch, CA
  Laguna Hills, CA
  Laguna Hills, CA
  Rancho Mission Viejo, CA
  Laguna Hills, CA
• 2017-06-15 → 2017-07-06
  Wells Fargo Clearing Services, Llc
  Ontario, CA
  Pasadena, CA
  Upland, CA
  Laguna Beach, CA
  Irvine, CA
  Corpus Christi, TX
  Austin, TX

Other Businesses

RENTAL PROPERTY - JAMIE LANE ; INV RELATED; FONTANA, CA; RENTAL;100% OWNERSHIP; START DATE: 08/31/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2017-06-15
• S63 Uniform Securities Agent State Law Examination
  2013-11-26

Other Names

• Samuel Nikoi Djannie