Veronica Yapp

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

• 10/2017 → 11/2022
  Charles Schwab & Co., Inc.
  Menlo Park, CA
• 10/2015 → 10/2017
  American Express
  Phoenix, AZ
• 12/2019 → 11/2022
  Charles Schwab Bank, Ssb
  Menlo Park, CA
• 05/2023 → 07/2024
  J.P. Morgan Securities Llc
  Sunnyvale, CA
• 05/2023 → 07/2024
  Jpmorgan Chase Bank, N.A.
  Sunnyvale, CA
• 12/2022 → 04/2023
  Unemployed
  Palo Alto, CA
• 12/2022 → Present
  Jva Supply Llc
  Palo Alto, CA
• 07/2024 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2024 → 01/2026
  Bank Of America, N.A.
  San Francisco, CA
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA

Previous Registrations

• 2024-08-21 → 2025-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2023-05-12 → 2024-07-30
  J.P. Morgan Securities Llc
  Sunnyvale, CA
  Los Altos, CA
• 2021-11-19 → 2022-11-23
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Menlo Park, CA

Other Businesses

I*1937329 For Profit Entity Name: JVA Supply LLCInvestment related: No"Address: Palo Alto, CA 94303, jvasupply.com"Nature of the other business: Delivery Service Position/Title/Relationship: Owner/Partner Start Date: 12/16/2022Approximate # of hours a week: 0-20Approximate # of hours during securities trading hours: 0"Briefly describe your duties: The purpose of the entity is delivery service of non-durable goods to other small businesses in my community on Sundays. Nondurable goods include cutlery, to-go containers, paper towels etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-19
• S63 Uniform Securities Agent State Law Examination
  2018-06-20

Other Names

• Veronica Garibay
• Veronica Reyes
• Veronica Garibay Reyes