Benjamin Josue Irizarry

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

• 10/2022 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Hoboken, NJ
• 10/2022 → 06/2025
  J.P. Morgan Securities Llc
  Hoboken, NJ
• 10/2019 → 09/2022
  Silver Edge Financial
  Oradell, NJ
• 10/2012 → 09/2019
  Unemployed
  Pompton Lakes, NJ
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  Mahwah, NJ
• 10/2025 → Present
  Wells Fargo Bank, Na
  Mahwah, NJ
• 06/2025 → 10/2025
  Unemployed
  Passaic, NJ

Previous Registrations

• 2024-08-29 → 2025-07-16
  J.P. Morgan Securities Llc
  Hoboken, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-06
• S65 Uniform Investment Adviser Law Examination
  2022-09-06

Other Names

• Benjamin J Irizarry
• Benjamin Irizarry
• Benjamin Josue Irizarry