Johanna Maria Cefaretti

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

• 07/2022 → 02/2026
  J. P. Morgan Securities Llc
  Newington, CT
• 07/2022 → 02/2026
  Jpmorgan Chase Bank N. A.
  Newington, CT
• 09/2014 → 07/2022
  Bank Of America
  Waterbury, CT
• 07/2020 → Present
  Jo's Toy Box Llc
  Oakville, CT
• 03/2026 → Present
  Wells Fargo Clearing Services, Llc
  Watertown, CT
• 02/2026 → Present
  Wells Fargo Bank, Na
  Watertown, CT

Other Businesses

Entity Name: Jo's Toy Box LLC Investment related: No Address: Oakville, Connecticut, 06779 United States Private Residence https://www.ebay.com/str/jostoyboxllc Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 07/20/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single Member of an online resale business, mostly focused on selling toys and collectables online. Not similar to role at JPMC nor any connections to JPMC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-04
• S63 Uniform Securities Agent State Law Examination
  2022-11-08

Other Names

• Johanna Maria Ynoa
• Johanna Cefaretti
• Johanna Maria Cefaretti