Davion H Chaidez

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

• 08/2023 → Present
  Wells Fargo Clearing Services, Llc
  San Jose, CA
• 10/2022 → 01/2023
  Cvs
  Danville, CA
• 12/2020 → 06/2021
  Jumpstartmd
  Redwood City, CA
• 10/2016 → 12/2020
  Wells Fargo
  Milpitas, CA
• 09/2012 → 09/2016
  Us Navy
  Norfolk, VA
• 01/2023 → 08/2023
  Unemployed
  San Ramon, CA
• 06/2021 → 10/2022
  Unemployed
  San Ramon, CA

Other Businesses

RENTAL PROPERTY; INV RELATED; SPOKANE, WA; 100% OWNERSHIP; START: 6/16/2018; 4 HOURS PER MONTH; 0 DURING TRADING; OWNER.|

Exams

• S66 Uniform Combined State Law Examination
  2023-11-28

Other Names

• Davion H Chaidez
• Davion Hayes Chaidez