John Paul Fontanilla Borbon

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 05/2025
  Wells Fargo Bank Na
  Castro Valley, CA
• 08/2014 → 11/2016
  Wells Fargo Advisors Llc
  Castro Valley, CA
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  Castro Valley, CA
• 07/2021 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2021 → Present
  Patelco Credit Union
  Danville, CA
• 05/2025 → Present
  Lpl Financial Llc
  Danville, CA

Previous Registrations

• 2021-07-20 → 2025-05-15
  Cuso Financial Services, L.P.
  Danville, CA
  San Leandro, CA
  Hayward, CA
• 2018-11-05 → 2021-07-20
  Wells Fargo Clearing Services, Llc
  Castro Valley, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Foster City, CA
  Palo Alto, CA
  Walnut Creek, CA
  Hayward, CA
  Walnut Creek, CA
  Castro Valley, CA

Other Businesses

1) 04/2025 - Patelco Financial Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-13
• S63 Uniform Securities Agent State Law Examination
  2014-10-14

Other Names

• Johnpaul Fontanilla Borbon
• John Paul Fontanilla Borbon
• John Paul Borbon
• John Borbon