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Jorge Lozano

Wells Fargo Clearing Services, LLC

Port Hueneme, CA

San Luis Obispo, CA

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-04
  • CA RA
    APPROVED
    Since 2022-05-04

Branch Locations

533 W Channel Islands Blvd, Port Hueneme, CA 93041 • United States

1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo], San Luis Obispo, CA 93401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc. Camarillo CA 12/2016 07/2017
Wells Fargo Bank Na Oxnard CA 06/2014 Present
Wells Fargo Clearing Services, Llc Oxnard CA 01/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-04
  • S66 Uniform Combined State Law Examination
    2022-05-04

View on SEC IAPD

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Other Investors

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Florencio Greg Ayala
Diego Reyes
DAVID MILLES DANIEL
Logan David Ludwig
FIKRY LOUIS LANSING
Israel Santiago
JOHN BARTLEY MURPHY

Other Offices

J.P. MORGAN SECURITIES LLC · PORT HUENEME, CA
CITIGROUP GLOBAL MARKETS INC. · Port Hueneme, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PORT HUENEME, CA
MOMENTUM INDEPENDENT NETWORK INC. · OXNARD, CA
EDWARD JONES · OXNARD, CA
PFS INVESTMENTS INC. · OXNARD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OXNARD, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oxnard, CA

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