Marjan Hossein Tehrani

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

• 11/2022 → 04/2024
  Jpmorgan Chase Bank, N.A.
  Beverly Hills, CA
• 03/2019 → 10/2022
  Bank Of America
  Sherman Oaks, CA
• 07/2018 → 03/2019
  Wells Fargo Bank
  Tarzana, CA
• 02/2017 → 05/2018
  Fachoy Llc Tarzana 5 Properties
  Tarzana, CA
• 02/2016 → 01/2017
  Unemployed
  Tehran
• 06/2018 → 07/2018
  Unemployed
  Encino, CA
• 04/2024 → 06/2024
  J.P. Morgan Securities Llc
  Beverly Hills, CA
• 08/2024 → Present
  Wells Fargo Bank, Na
  Tarzana, CA
• 08/2024 → Present
  Wells Fargo Clearing Services, Llc
  Tarzana, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-24

Other Names

• Marjan Tehrani
• Marjan Hossein Tehrani
• Marjan Hosseintehrani