Jasreen K Sidhu

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

• 09/2024 → 06/2025
  Morgan Stanley
  La Jolla, CA
• 05/2022 → 10/2022
  Ubs
  San Diego, CA
• 10/2022 → 01/2023
  First Foundation Bank
  Irvine, CA
• 11/2023 → 03/2024
  Bmo
  La Jolla, CA
• 03/2013 → 12/2017
  Questrade Inc
  Toronto
• 01/2018 → 04/2022
  Unemployed
  Perris, CA
• 02/2023 → 10/2023
  Unemployed
  Menifee, CA
• 04/2024 → 08/2024
  Unemployed
  Menifee, CA
• 09/2025 → 05/2026
  Edward Jones
  St Louis, MO
• 08/2026 → Present
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Previous Registrations

• 2025-11-18 → 2026-05-14
  Edward Jones
  Menafee, CA
  St Louis, MO
  St. Louis, MO
  Escondido, CA

Other Businesses

DIVINE MANTRA LA LLC Type of business: PHOTOGRAPHY AND VIDEOGRAPHY PERRIS, CA Start date: 10/21/2022 CEO Hours per week: 0 Hours during trading: 0 BUSINESS NOT OPERATING

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17

Other Names

• Jasreen Kaur Sandhu