Julia Isabella Hamon

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

• 05/1995 → Present
  Wells Fargo Bank, N.A.
  San Antonio, TX
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Antonio, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Antonio, TX

Previous Registrations

• 2006-04-03 → 2011-01-03
  Wells Fargo Investments, Llc
  San Antonio, TX
  San Antonio, TX

Other Businesses

RENTAL PROPERTY, INV RELATED, LULING, TX, 100% OWNERSHIP WITH SPOUSE, START 7/15/24, 5 HRS PER MONTH, 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Other Names

• Julia Pacini