Robert Axel Munro

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

• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  San Diego, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Previous Registrations

• 2012-10-01 → 2015-11-12
  J.P. Morgan Securities Llc
  Hemet, CA
  Murrieta, CA
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Murrieta, CA
  Murrieta, CA
  Hemet, CA
• 2008-06-04 → 2009-05-02
  Wamu Investments, Inc.
  Murrieta, CA
  Temecula, CA
  Hemet, CA
  Wildomar, CA
  Sun City, CA
  Temecula, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-03
• S63 Uniform Securities Agent State Law Examination
  1999-06-30