Best Investors Account Sign in

Jenna Lee Sanchez

Wells Fargo Clearing Services, LLC

San Luis Obispo, CA

Goleta, CA

Claim This Profile
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-12
CA RA APPROVED 2024-06-06
  • TX RA
    APPROVED
    Since 2024-09-12
  • CA RA
    APPROVED
    Since 2024-06-06

Branch Locations

1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo], San Luis Obispo, CA 93401 • United States

195 N Fairview Ave, Goleta, CA 93117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc San Luis Obispo CA 03/2024 Present
Carolwood Partners Beverly Hills CA 11/2022 03/2024
Berkshire Hathaway Homeservices California Properties Santa Barbara CA 07/2022 11/2022
N/A Santa Barbara CA 08/2017 07/2022
Jpmorgan Chase & Co. Santa Barbara CA 11/2015 08/2017
  • 03/2024 → Present
    Wells Fargo Clearing Services, Llc
    San Luis Obispo, CA
  • 11/2022 → 03/2024
    Carolwood Partners
    Beverly Hills, CA
  • 07/2022 → 11/2022
    Berkshire Hathaway Homeservices California Properties
    Santa Barbara, CA
  • 08/2017 → 07/2022
    N/A
    Santa Barbara, CA
  • 11/2015 → 08/2017
    Jpmorgan Chase & Co.
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-08
  • S66 Uniform Combined State Law Examination
    2024-05-08
Other Names
  • Jenna Lee Garcia
  • Jenna Sanchez

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CORVUS WEALTH ADVISORS LLC
PEAK WEALTH ADVISORS, INC.
CREW WEALTH MANAGEMENT

Other Investors

JAY MICHAEL DOUGLAS
RALPH MICHAELS SLOCUM
TRINA JACQLEEN CISNEROS
MATT TAPANI KOKKONEN
James Ralph Haack
Joel Martin Dunbar
TODD ALAN THOMAS
CAROLYN JANE HERZOG

Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

More in San Luis Obispo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor