Alan Felipe Villegas Mejia

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

• 05/2026 → Present
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
• 04/2026 → Present
  Wells Fargo Bank, N.A.
  Vancouver, WA
• 06/2024 → 04/2026
  J.P. Morgan Securities Llc
  Portland, OR
• 06/2024 → 04/2026
  Jpmorgan Chase Bank, N.A.
  Portland, OR
• 10/2020 → 03/2021
  Dabella Exteriors
  Hillsboro, OR
• 08/2023 → 05/2024
  Emortgage Capital
  Beaverton, OR
• 11/2023 → 06/2024
  Pella Coroporation
  Beaverton, OR
• 11/2021 → 08/2023
  Barrett Financial Group
  Beaveton, OR
• 07/2018 → 03/2020
  Ups
  Portland, OR
• 07/2023 → 08/2023
  Unifylink Llc
  Portland, OR
• 05/2020 → 10/2020
  Herzog Meier Auto Center
  Beaverton, OR
• 01/2018 → 07/2018
  Abercrombie & Fitch Co.
  Beaverton, OR
• 06/2014 → 12/2017
  Unemployed
  Beaverton, OR
• 04/2020 → 04/2020
  Unemployed
  Beaverton, OR
• 04/2021 → 10/2021
  Unemployed
  Beaverton, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-27
• S63 Uniform Securities Agent State Law Examination
  2024-09-16

Other Names

• Alan Mejia
• Alan Villegas Mejia
• Alan Felipe Villegas Mejia
• Alan Villegasmejia
• Alan Villegas