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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-14
  • CA RA
    APPROVED
    Since 2025-01-14

Branch Locations

4340 Von Karman Ave Suite 101, Newport Beach, CA 92660 • 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 Advisors Financial Network, Llc Newport Beach CA 07/2024 Present
Megan Sullivan Marketing Solutions Laguna Beach CA 01/2024 07/2024
Matthews Real Estate Investment Services Encino CA 06/2023 01/2024
Unemployed - In College Malibu CA 08/2022 06/2023
Hk Organization Brooklyn NY 01/2022 08/2022
Unemployed - In College. Malibu CA 08/2021 01/2022
Pacific Property Partners Brentwood CA 04/2021 08/2021
Unemployed - In College. Malibu CA 08/2019 04/2021
The Ranch At Laguna Beach Laguna Beach CA 04/2019 08/2019
Unemployed - In High School. Laguna Beach CA 08/2018 04/2019
Horizon Education Laguna Beach CA 01/2018 08/2018
Unemployed - In High School. Laguna Beach CA 08/2017 01/2018
Anneliese Schools Laguna Baech CA 05/2017 08/2017
Unemployed - In High School. Laguna Beach CA 08/2015 05/2017
  • 07/2024 → Present
    Newport Beach, CA
  • 01/2024 → 07/2024
    Megan Sullivan Marketing Solutions
    Laguna Beach, CA
  • 06/2023 → 01/2024
    Matthews Real Estate Investment Services
    Encino, CA
  • 08/2022 → 06/2023
    Unemployed - In College
    Malibu, CA
  • 01/2022 → 08/2022
    Hk Organization
    Brooklyn, NY
  • 08/2021 → 01/2022
    Unemployed - In College.
    Malibu, CA
  • 04/2021 → 08/2021
    Pacific Property Partners
    Brentwood, CA
  • 08/2019 → 04/2021
    Unemployed - In College.
    Malibu, CA
  • 04/2019 → 08/2019
    The Ranch At Laguna Beach
    Laguna Beach, CA
  • 08/2018 → 04/2019
    Unemployed - In High School.
    Laguna Beach, CA
  • 01/2018 → 08/2018
    Horizon Education
    Laguna Beach, CA
  • 08/2017 → 01/2018
    Unemployed - In High School.
    Laguna Beach, CA
  • 05/2017 → 08/2017
    Anneliese Schools
    Laguna Baech, CA
  • 08/2015 → 05/2017
    Unemployed - In High School.
    Laguna Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
  • S66 Uniform Combined State Law Examination
    2025-01-13
Other Names
  • John Calabrese

View on SEC IAPD

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