Michael Lee Tonga

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

• 01/2022 → 01/2025
  Jpmorgan Chase Bank, N.A.
  Overland Park, KS
• 01/2022 → 01/2025
  J.P. Morgan Securities Llc
  Overland Park, KS
• 06/2020 → 01/2022
  Bank Of The West
  Independence, MO
• 03/2018 → Present
  Lyft
  San Francisco, CA
• 09/2018 → 06/2020
  Tower Loan
  Blue Springs, MO
• 01/2018 → 03/2018
  Excel Managment Inc
  Overland Park, KS
• 08/2017 → 12/2019
  South Texas Promotions
  Edinburg, TX
• 06/2015 → 07/2017
  Unemployed
  Chiclayo
• 03/2018 → 05/2019
  Uber
  Kansas City, MO
• 11/2022 → Present
  Tonga Productions Llc
  Independence, MO
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Shawnee, KS
• 01/2025 → Present
  Wells Fargo Bank, Na
  Shawnee, KS

Other Businesses

LYFT; NOT INV RELATED; SAN FRANSISCO, CA; DRIVER; 03/2018; 1 HOUR PER MONTH; NO HOURS DURING TRADING; RISDESHARE | TONGA PRODUCTIONS, LLC; INV RELATED; INDEOENDENCE, MO; 100% OWNERSHIP WITH SPOUSE; 11/2022; 20 HOURS PER MONTH; NO HOURS DURING TRADING; PHOTOGRAPHY AND MUSIC PRODUCTION

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-07
• S63 Uniform Securities Agent State Law Examination
  2022-05-09

Other Names

• Michael Tonga
• Michael Lee Tonga