Josue C Wong

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

• 10/2014 → 02/2022
  Wells Fargo Bank Na
  Sebring, FL
• 01/2017 → 02/2022
  Wells Fargo Clearing Services, Llc.
  Sebring, FL
• 02/2022 → 08/2023
  Jpmorgan Chase Bank Na
  Tampa, FL
• 02/2022 → 08/2023
  Jpmorgan Securities Llc
  Tampa, FL
• 08/2023 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 09/2023 → 10/2024
  Bank Of America, N.A.
  Saint Petersburg, FL
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Sarasota, FL

Previous Registrations

• 2023-09-08 → 2024-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 2022-05-18 → 2023-08-17
  J.P. Morgan Securities Llc
  Tampa, FL

Other Businesses

TBD, INC; NOT INV RELATED; ST. PETERSBURG, FL; 100% OWNERSHIP; 06/2025; 80 HOURS PER MONTH; 0 DURING TRADING; DEVELOP AN APP/SOTWARE TO SHARE EV CHARGING STATIONS CUTEZU ; NOT INV RELATED; LAKE WALES, FL; APP DEVELOPMENT FOR BEAUTY ADVICE ;50% OWNERSHIP; START DATE: 10/06/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18
• S63 Uniform Securities Agent State Law Examination
  2017-03-09

Other Names

• Josh C Wong
• Joshua C Wong
• Josue Camilo Wong
• Josue C Wong Sanchez
• Josue Camilo Wong Sanchez