Mehwish Sana

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

• 10/2021 → 12/2024
  J.P. Morgan Securities Llc
  Minneapolis, MN
• 10/2021 → 12/2024
  Jpmorgan Chase Bank, N.A.
  Minneapolis, MN
• 08/2018 → 06/2020
  Capital One
  Katy, TX
• 08/2017 → 08/2018
  Mobilelink
  Sugarland, TX
• 10/2016 → 02/2017
  Lifetime
  Katy, TX
• 03/2015 → 09/2016
  Starbucks
  Katy, TX
• 09/2020 → 09/2021
  Bokf, Na
  Katy, TX
• 03/2017 → 07/2017
  Unemployed
  Katy, TX
• 07/2020 → 08/2020
  Unemployed
  Katy, TX
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  El Paso, TX
• 12/2024 → Present
  Wells Fargo Bank, Na
  El Paso, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-25
• S63 Uniform Securities Agent State Law Examination
  2022-03-25

Other Names

• Mehwish Sana
• Mehwish Owen
• Mehwish Sana Owen