Jeff Han

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

• 02/2022 → 03/2024
  Bank Of Hope
  Los Angeles, CA
• 02/2022 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2022 → 10/2023
  Cetera Investment Advisers Llc
  Los Angeles, CA
• 03/2024 → Present
  Wells Fargo Clearing Services, Llc
  Encino, CA
• 02/2015 → 11/2021
  Charles Schwab Bank
  Pasadena, CA
• 02/2015 → 11/2021
  Charles Schwab & Co., Inc.
  Pasadena, CA

Previous Registrations

• 2022-03-10 → 2023-10-24
  Cetera Investment Advisers Llc
  Los Angeles, CA
• 2015-03-06 → 2021-12-08
  Charles Schwab & Co., Inc.
  Glendale, CA
  Pasadena, CA
• 2011-04-13 → 2015-02-11
  Seia
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-04-12
• S63 Uniform Securities Agent State Law Examination
  2006-05-24

Designations

• Certified Financial Planner

Other Names

• Jeff Kyun Han