Shannon Castaneda

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 12/2013 → 03/2017
  Wells Fargo Bank N.A.
  Jacksonville, FL
• 03/2017 → 07/2023
  Wells Fargo Advisors
  Jacksonville, FL
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Jacksonville, FL
• 08/2012 → 03/2017
  Brio Tuscan Grille
  Jacksonville, FL

Previous Registrations

• 2017-09-22 → 2023-07-20
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Raleigh, NC
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

SHANNON CASTANEDA PHOTOGRAPHY, LLC, NOT INV RELATED, JACKSONVILLE, FL, 100% OWNERSHIP, START 02/11/2019, 60 HRS/MONTH, 0 HRS DURING TRADING, TAKE AND EDIT PHOTOS OF HORSES. CASTANEDA SPORT HORSES, LLC, NOT INVT RELATED, JACKSONVILLE, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 7/16/2021, 20 HRS PER MONTH, 0 HRS DURING TRADING, RIDING, TRAINING AND CARING FOR HORSES. GRYPHON WEALTH, LLC; INV RELATED; JACKSONVILLE,FL; INVESTMENT MANAGEMENT ADVICE ; REGISTERED WEALTH ASSOCIATE; START DATE: 12/30/2025; 200 HRS PER MONTH; 200 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2017-09-21

Other Names

• Shannon Booton
• Shannon Marie Booton
• Shannon M Castaneda